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Last modified by Bailee DeBord on 2024/04/18 18:21
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1 === This article covers how to add an appointment. ===
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3 ~1. Navigate to **Scheduling **then to the** Calendar **tab.
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5 2. Click **ADD**.
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7 3. Select** Add New Appointment**.
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9 [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006Fe5F&feoid=00N3Z00000CK8NB&refid=0EMQi0000001Iiu||alt="click add new appointment"]]
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11 4. Search for and select the patient’s name.
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13 [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006Fe5F&feoid=00N3Z00000CK8NB&refid=0EMQi0000001QV7||alt="Select the patient's name"]]
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15 5. Enter the **Provider** and** Location**.
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17 [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006Fe5F&feoid=00N3Z00000CK8NB&refid=0EMQi0000001QWj||alt="add provider and location"]]
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19 **Note**: Once you select the patient, the provider, and the location, a schedule preview will appear to the left to show you what is already on the schedule. Selecting a room will add that room’s availability to the schedule preview as well.
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21 [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006Fe5F&feoid=00N3Z00000CK8NB&refid=0EMQi0000001Pys||alt="view the schedule preview"]]
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23 6. Add the **Room** (if applicable) and the **Appointment Type**
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25 7. If there is a default case in the patient’s profile, it will auto-populate, but it can be changed here if necessary. If there is an authorization associated with the case, it will also auto-populate.
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27 [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006Fe5F&feoid=00N3Z00000CK8NB&refid=0EMQi0000001QYL||alt="add the case"]]
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29 **Note**: If there is no case associated with the patient’s profile, or if you need to add a new one, click **Add Case**.
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31 8. Choose whether to schedule the appointment by **Date**, **Time**, or **Override** options.
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33 [[image:https://chirotouch.my.site.com/cloud/servlet/rtaImage?eid=ka9Qi000006Fe5F&feoid=00N3Z00000CK8NB&refid=0EMQi0000001QZx||alt="choose date, time, or override"]]
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35 9. Select the date and time from the available options.
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37 10. Click **SCHEDULE**.