Schedule 3 - Appointment for a New Patient


Confirm that there is no patient selected within the patient selector. Simply click and drag within the Schedule to create an appointment for a new patient within the office. After selecting the appointment time, MacPractice will display the Appointment Detail Window. You will notice the required fields in red. Skip the Account Field and start with the last name. After entering the last name, use the tab button to enter in the first name. It is important that you use the tab button after filling in the first name to allow MacPractice to search for your new patient. In the new search window, MacPractice will display any names that are similar to the entered name. If the patient has not been entered into MacPractice be sure to check the Create new Patient box in the bottom left of this screen. Click Save to make a new account. You will notice that the Account Number is now filled automatically by MacPractice. You may now continue to fill in the remaining information such as date of birth, phone numbers, appointment type, status, and any additional notes about the appointment. Once you have entered in all of your information, click the save button on the bottom right to finalize your appointment.


Was this article helpful?
0 out of 0 found this helpful