How to Book an Appointment from the Custom Patient Portal

This step-by-step guide outlines how to book an appointment through your custom patient portal, ensuring smooth scheduling and accurate data entry.

Step 1: Log In to the Patient Portal

• Access the portal and navigate to the “Appointments” section to see existing bookings or start a new one.

Step 2: Click on “Take Appointment”

• Select the Take Appointment option to initiate a new appointment request.

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Step 3: Select a Provider and Location

• Choose the desired doctor or healthcare provider.

• Pick the location for the appointment (in-person or virtual).

Step 4: Choose Service and View Details

• Select the type of service (e.g., consultation, follow-up).

• Review the pricing, duration, and any other relevant information.

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Step 5: Pick the Date and Time

• Use the Calendar to find available slots.

• Choose the desired date and time based on the provider's availability.

Step 6: Enter Patient Information

• Personal Details:

  • First Name, Middle Name, Last Name

  • Date of Birth, Gender, Race, Address

• Contact Information:

  • State, Mobile Number

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• Health Information:

  • Height, Medications, Supplements

  • Allergies, Tobacco/Alcohol Usage

  • Current Health Issues, Primary Complaints, Additional Notes

• Insurance:

  • Provide insurance details (if applicable).

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Step 7: Enter Payment Information

• Enter credit card details:

  • Name on Card, Card Number, CVV, and Expiry Date.

• Note: This step is mandatory to complete the booking.

• Now click on Book Appointment.

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• After submission, the appointment will be sent for the doctor’s approval.

• Once approved, it will appear in your Appointments section.

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