Book an appointment
Booking a visit is quick — here's how to slot it in with the right visit type and provider.
You'll book a patient into an available time slot that matches their visit type and duration. This ensures no double-bookings and gets the patient an automatic SMS reminder before their visit.
Start from the Appointments section and search for the patient you want to schedule.
Open Appointments in the sidebar to get started.
The Appointments section shows your calendar and all available slots.
Click New appointment to begin.
Search for the patient by name or MRN.
Pick a slot — only openings that fit the visit type's length are offered, so you can't double-book.
The system filters slots to match the visit type's duration, so you only see times that work.
Click Book appointment — the patient gets an SMS reminder 24 hours before the visit. All set!
Booking is instant — the patient receives their SMS reminder automatically 24 hours before the appointment.
What's next
Once appointments are booked, you can manage cancellations, reschedules, or no-shows from the same Appointments view. If you need to adjust your availability or visit type durations, those settings are in your provider profile.