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Booking an Appointment via Care Manager

Owned by Richard Harris
Last updated: Feb 12, 2021
1 min read

When using Care Manager to call patients regarding their outstanding treatment you can use Care Manager to book the appointment.

Once the patient agrees to make a booking for a treatment plan / COT, highlight the opportunity and then click the Book button to open the Edit Appointment window for that patient, automatically opened over the Appointment Book:

From here you can create the booking as normal and confirm with the patient.

 

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