How to Create a Recurring Appointment

Step 1: From the main dashboard, click on “Patient Tab”.

Step 2: In the Patients Tab:

• Search and select the patient’s name.

• Click on the Plus Icon ( Create Detailed Encounter).

Open

• Select Schedule Appt.

Open

Step 3: Fill in the Scheduled Appointment details:

• Encounter Date and Time

• Select Provider and Service

• Appointment Day and Time.

Step 4: Send Video Link By SMS/Email - For appointment reminder notification.

Step 5: Click "Save" to complete the first step of the encounter.

Step 4: Now in the “Appointment Detail” option.

Step 5: Create Recurring Appointments

• Frequency: Select the days when the appointment needs to be repeated Choose “Every Monday” or “Every 28 Days”

• Duration: Set the number of occurrences (e.g., 5 Mondays).

Step 6: Click “Submit Consult”.

Option 1:

• Open the patient’s profile from the search or patient list.

• Go to the “Consults” - “Encounter’ tab to view the newly created Detailed Encounter.

Option 2:

• Also You can view the same on the Main Menu directly in Consults. (Just select the year to current).

Option 3:

• Open the dashboard.

• Go to the “Calendar” - Select “Month and Date” to view the newly created Detailed Encounter.