Scheduling & Recalls
Resources for managing appointments, configuring online booking, and automating recall communications to help maintain a full schedule and keep patients engaged in ongoing care.
- Navigating the Schedule Tab
- How to Edit a Single-Day Schedule
- How to Add an Event to Your Practice Calendar
- How to Add a Note to Your Practice Calendar
- How to Create a New Appointment from the Schedule Tab
- How to Reschedule, Cancel, and/or Edit an Appointment
- How to Review Today's Appointments and Check-In Patients
- How to Create a Patient Recall from the Patients Tab
- Glossary of Appointment Status Types