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Filopto Help Manual

 

To create an appointment for a patient open the scheduler located in the Front Office tab.

fontofficescheduler

 

If you select the Scheduler button the scheduler screen will open and then select the time on the scheduler (click on time slot to highlight it) for which you want to schedule the appointment.

Selecttime

you can double click the time slot (2)t or click on the New Appointment button (3) or right click the appointment time (1).

 

newappointment

This will open the appointment screen in which you can create the appointment record by entering the information required.

 

1) Select Patient

 

2) Select the Appointment type (items in yellow can also be entered if required)

 

3) Save and close

 

 

 

 

CreateAppointment2

 

 

Important:

 

Never re-use an appointment that should be canceled, for another patient.  Changing the name of the patient on a appointment record will corrupt the exam for that patient EMR.  Changing the name of the patient does not link the correct patient to the appointment.  Always cancel the appointment and re-create a new appointment.