How to Process and Complete an Appointment

Follow these step-by-step instructions to update and complete an appointment in your dashboard.

1. Log in to your dashboard.
2. Click Calendar in the top header.
3. Locate and click on the appointment you need to process.
4. In the slide-out panel that appears, update the appointment status from Booked to Arrived.
5. While on this main panel, you can also take care of immediate documentation:
   • Add an invoice
   • Add clinical notes
   • Attach forms
6. Once you have added the necessary information, click the Edit button.
7. Update the Service and Location fields if any changes are needed.
8. Customize additional options as required:
   • Add an Internal Note for your team.
   • Set up an Appointment Reminder.
   • Schedule a Follow-Up.
   • Choose whether you want to notify the patient of the updates by ticking the box next to it.
9. Click Save to complete the process.