Schedule an appointment

Scheduling appointments efficiently is key to maximizing your time and revenue. The system manages all the details—notifications, team assignment, and availability checks—so you can focus entirely on providing the service.

Steps to scheduling an appointment:

1. Navigate: Click the Schedule tab.
2. Initiate: Click Create and select Appointment, or click directly on a time slot.
3. Appointment type: Select the type of appointment to be created (e.g., "Individual", "Couple", "Group").
4. Select client: Choose the correct client. If this is a new client, create their profile first using the Add New Client button.
5. Appointment Type: Select service (e.g., "New Patient Intake," "Follow-up Visit"). This sets duration and billing code.
6. Duration: Verify auto-populated duration. Adjust if needed.
7. Location: Confirm or select visit location.
8. Assign clinician: Assign a clinician to the client to support clear communication between the clinician, the practice, and the client.
9. Reason for visit: Add a brief note (e.g., "Left knee pain – 3 weeks").
10. Review: Check Client Name, Date/Time, and Clinician.
11. Confirm: Click "Create Appointment" or "Save".

Schedule a new appointment

Create a new appointment for a client.

Need to reschedule a client quickly? WithinEHR makes rebooking easy directly from your calendar.

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Rebooking from the calendar is more efficient with its visual drag-and-drop interface, eliminating the need to search for clients or navigate between screens

Need to reschedule a client quickly? WithinEHR makes rebooking easy directly from your calendar.

Steps to rebooking an appointment

1. Navigate to Calendar: Click "Calendar" to view your schedule. Select "Edit Appointment"
2. Find the Slot: Locate the appointment block with client details
3. Drag-and-Drop: Click "Save Changes" in the appointment window.