This article will guide you to add an appointment for New patients.

1. Click on the “Appointment Calendar” on the Control Panel.

2. Click on the Add New Appointment Button.

3. Add the Appointment Information by selecting  the  date, time ,clinic, and outsource diagnostics, and schedule duration

4. Confirm the appointment information by click on add visit for new patient.

5. Now enter the demographics details of the patient and will appear under the patient information and click on the add option to confirm the details such as.

A. In the data (*) start mark field will be mandatory to update the details such as 

• Patient Number :- It will be generated automatically while creating an appointment. 
• Upload the Photo :- Upload the photo while updating the details in the form. 
• Patient Name :- Patient name will be updated with first name, middle name, and last name while updating the details. 
• Gender :- it will be updated as per the patient details. 
• Date of Birth :- it will be updated as per the patient’s details. 
• Age :- patient age will  be updated as per the requirement. 
• Is Child :- if the patient is below the age of 11, then the checkbox will be automatically selected. 
• Membership Type :- in the membership types option, having three types of membership such as
  a. Corporate membership is a “premier” corporate membership that includes all the benefits that a corporate member receives.
  b. Retail membership is a premier retail membership that includes all the benefits that a retail member receives.
  c. Normal membership means coming under the normal patient charges. 

• Aadhar Number :- users can update the patient’s Aadhar number. 
• Mobile number :- user need to update the mobile number 
• Email :- User can update the patient  email ID while taking a appointment 
• Primary Clinic :- Need to select the primary clinic where the user needs to make an appointment with a specific clinic 

To add the schedule, the user needs to follow the below steps.

A. Select the date and time of the appointment.
B. Add the schedule method, 1st referral, 2nd referral, ordering physician.

• 1st referral doctor means a written order from your primary care doctor for you to see a specialist or get certain medical services.
• 2nd Referral doctors means a patient who has been sent (referred) for a second opinion or therapy to a specialist or subspecialist, because the patient has a disease or condition that the primary or referring physician cannot, or does not wish to,treat.
• Ordering Physician means a person legally qualified and licensed to practice medicine and legally authorized to request genomics testing.

C. Need to select consultation type from the drop down option

• Audio – for audio consultation appointment
• Video – for video/tele consultation appointment 
• .Normal- for physical/walk in appointments

D. Select the channel partner and channel type.

• Channel partner is a person or organization that provides services on behalf of a software, hardware, networking, or cloud service. 
• Channels types implies the means through which the good or service needs to pass to reach the intended consumer. Based on the number of intermediaries involved,

E. In the next tab, the user needs to select the service details

•  Select the modality A modality is the way or mode in which something exists or is done. You might often see it used with reference to diagnostic modality, which is the way in which a disease or illness is diagnosed by a doctor.
• Select the Study name  based on specific selected modality
• Select the doctor 
• Select the room

F. Based on selected services unique bill will be created  

• in the billing tab includes bill no, bill dates and bill name and here we can add the other service rates, such as contrast,procedure, usages rate,other study categories as well as miscellaneous items rates 
• Based on added charges a grand total bill is generated where users can further add for discounts in %, discount in Rs.
• Tax get added if its set against the particular service
• Basis on these additions final bill of net amount is generated for payment

G. Payment details

• In the payment details we have option like Cash ,Credit card, Debit card, Cheque, contract, transfer to patient, patient credit, online to process the bill 
• Partial payment facility is also available , in case of partially paid bill it will show the pending amount details

H. Notification 

• We have 2 options to send notification alerts to doctors and patients via SMS and email.
• You can set predefined templates for SMS and email alerts

6. Now enter the appointment details, select service, and service providers, review billing details, and click on Save

7. The appointment will be saved successfully and listed on the Appointment Calendar.