Group Appointments (Legacy)
This knowledge base article will show you how to create group appointments and how to collect copayments through the group appointment.
1. From the Legacy Calendar, click the 
button (shift-click on the calendar).
2. From the Event Details - Add window, I'm going to fill in the Patient, Date, Time, Type, Clinician, and Location of the appointment. Once done with the fields, click the More button in the bottom right.
3. Click the 
button from the menu.
4. Select another patient from the Find Patient window.
5. The new patient will show. Continue with steps 3 and 4 until all patients are selected.
Note: You can also use the 
button to add patients if you have set up Group Rosters.
7. You can add Clinicians by clicking in the blank field under the first clinician. The Choose Clinician window will open up.
8. Choose the clinician from Choose Clinician window.
9. The Clinician will be added to the appointment.
10. Once all is set, click the 
button.
11. The appointment will book under all Clinicians selected in the appointment.
12. When the Status is changed on the appointment, it will be reflected for all Clinicians. I can go into the appointment to add or remove patients (or clinicians) from the appointment.
- I can see how many patients are scheduled for the appointment by the number in parentheses.
- I'm also able to see what patients are scheduled, where, and the event note.
Related Articles
(Legacy Calendar) Adding Clinician Groups to the Appointment Book
If your practice has multiple locations, shifts, or other "groupings" of clinicians, group administrators can sort clinicians into groups to make it easier to view their appointments in the Appointment Book . 1. To start this process, open the ...New Calendar Group Appointments and Co-Pays
This knowledge base article will show you how to create group appointments and how to collect copayments through the group appointment. Set Up Group Appointment 1. From the New Calendar, click the button. 2. From the Event Details - Add window, I'm ...(Legacy Calendar) Exporting Appointments from the Appointment Book
If you want to export information from the calendar to use an Appointment Reminder Service, or simply to get the data to an Excel Spreadsheet, first select the day using the button, then press the export button located in the upper right corner of ...Guide to Managing Appointments and Their Impact on Text Messaging
When using Text Messaging, there are a few workflow guidelines necessary to receive the anticipated results. (Screenshots are taken from new calendar.) Rescheduling: If you need to reschedule a text reminder-enabled patient in the calendar, first ...Group Administrator Permissions and Access
Group Administrator Permissions and Access Users assigned as Group Administrators can access the following: 1. Settings & Directories Specific to Individual for all users Group Level Settings & Directories 2. Calendar Settings Adding Clinicians ...