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How to Create an Appointment

Article author
Sam Brennand
  • Updated

The steps for creating appointments are the same for any appointment modality (in-person, phone, video, or messaging). However please ensure you have the correct phone number on file for your patients to complete phone appointments.

If you're looking to create a messaging appointment, check out this tutorial here. You can also use these links to quickly navigate this article: 

Creating an Appointment with a Desktop Computer

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).

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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). To finish, click "create appointment". To add multiple participants to a group session, click "add participant". You can have a maximum of 25 participants in one session.

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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.

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Creating an Appointment Using a Mobile Device

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

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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). You can turn on recurring appointments by toggling the switch and selecting from daily, weekly, biweekly, or monthly. To finish, click "create appointment".

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

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Creating an Appointment from Roster

There is also a 'Create New Appointment' button to the right of your client's name on every single tab (Profile, Appointments, Forms & Files, Notes) of their Roster profile. 

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Click on the Create New Appointment button, and you will be given appointment type options. Please select your preferred appointment modality.

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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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