How do I book/propose a NEW appointment for a patient (New)?

There are TWO ways you can propose a new patient appointment:

1. Click on the Calendar tab. Choose the date and time that you want to propose an appointment and click on that slot in the calendar. A side modal will appear to Add a New Appointment.

If the appointment is for an existing patient, click on the drop down box and search for the patient name via typing the name of the patient or scrolling through the patient list.
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Select the patient → choose the consultation type → choose the date and time for the appointment → choose the attendance type → click Request Appointment button. The patient will then receive an appointment invitation, which they can accept and pay for the appointment.
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If the appointment is for a new patient, click on the + Add New Patient button. Enter the patient’s First and Last name, and email address. Continue to enter the appointment information as per above and click the Request Appointment button. The patient will receive an email invitation to join HealthBank as well as your appointment request.

2. Click on the "Plus" symbol in the top right hand corner of your dashboard. Click on the Appointment button.

A side modal will will appear where you can proceed to enter the appointment details as per the instructions above.