Practice Management on Embodia - Part 2: Scheduling

In the previous sections, we saw how to schedule consults from the patient profile. An alternate way to schedule consults is from the calendar view. To get to the calendar view, on the Calendar icon in the top right corner of any page.

This will load the calendar view. We will go over the calendar view in more detail in an upcoming section, so we will focus here on how to book a consult in the calendar view.

Before booking a consult, you need to select a patient. You can either:

• Add a new patient by clicking on Add patient (#1 in the image above);
• Or use the search bar (#2 in the image above) to select an existing patient.

Once a patient is selected, click on the time slot on the calendar that corresponds to the start time of the consult. In the image above, if we wish to book a consult for Wednesday, May 12 at 11 a.m., we need to click on the area marked with the red box (#3). This will open a pop-up form that will allow us to create a standalone consult or a consult under a clinical case:

Once a patient is booked, you can drag and drop appointments to change their start time. This feature is disabled by default but you can enable it from the calendar. Learn more about drag-and-drop in our Drag-and-drop calendar appointments to change their start time.