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Provider: How to Create an Appointment

Article author
Michelle
  • Updated

The steps for creating appointments are the same for each type, however please ensure you have the correct phone number on file for your patients to complete phone appointments.

Looking to create a messaging appointment? Check out this tutorial here!

  • To get started, click the + button on the bottom right, then select which type of appointment you'd like to create (video, in-person, phone).

    Step_1_Create_Appt.gif

    Note: OnCall Health doesn't provide any teleconference lines for phone sessions. You are responsible for calling or setting up a system for your patients to call you at the scheduled time.

  • Fill in the appointment details - title, date, time, duration, participants, and fee(s).

    Step_2_Create_Appt.gif


    Tip: To add multiple participants to a group session, click "add participant". You can have a maximum of 25 participants in one session.

    To finish, click "create appointment".

  • If you have a patient you see on a regular basis, you can set up recurring appointments. To do this, create an appointment as described above, then click the "recurring" toggle.

    You can choose from daily, weekly, biweekly, or monthly. Enter the number of times (occurrences) you'd like this appointment to repeat.

    Recurring_Appt.gif

Mobile Steps

  • To get started, click "+ New" button on the top right.

    Mobile_Step_1.gif

    Note: OnCall Health doesn't provide any teleconference lines for phone sessions. You are responsible for calling or setting up a system for your patients to call you at the scheduled time.

  • Use the dropdown menus to fill in the appointment details - type (phone, in-person, video), title, date, time, duration, participants, and fee(s).

    Mobile_Step_2.gif


    Tip: To add multiple participants to a group session, click "add participant". You can have a maximum of 25 participants in one session.

    Note: You can turn on recurring appointments by toggling the switch and selecting from daily, weekly, biweekly, or monthly.

    To finish, click "create appointment".

Need A Hand?

Should you have gone through all these steps and still be having issues, feel free to reach out to our Support Team - We happily stand by to lend a hand!

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