Appointments

Introduction:

Canvas provides multiple options for scheduling an appointment to best fit your workflow. If your patients are located across several timezones please refer to our Appointments (Different Timezones) knowledge article. To learn how to manage appointments please review our Manage Appointment knowledge article.

Key Objectives

• You will learn how to book an appointment from the schedule.
• You will learn how to book an appointment from the patient chart.

Video

Tips & Tricks

• The status on the calendar is independent of the status of the note.  You must select that the user arrived on the schedule AND check in the note for the entire process to be complete.
• Appointment cards in canvas allow users to easily view patient demographics, PCP, insurance details, and the administrative caption.

Step by Step

Booking from the Schedule

• Booking from the Schedule

• Navigate to the desired appointment date on the Schedule
• Click and drag on the desired time slot of the provider you want to book an appointment with open a new appointment card
• Enter the patient's name 
• Edit the starting time and duration using the drop-down menu
• Select the type of visit
  • • • Home visit
      • Telehealth
      • Office visit
      • Lab visit
      • Phone call
• Free Text the reason for visit in the provided text box
• Select Book Now

Booking from the Patient Chart

• Navigate to the desired patient's chart
• Click on New Note to the right of the search bar
• Select Appointment to open an appointment note
• Select the visit type 
  • • Home visit
    • Telehealth
    • Office visit
    • Lab Visit
    • Inpatient visit
    • Phone call
• Select a Provider 
• Select a Location
• Toggle on Respect Holds
• Select a duration to populate available times 
  • • 15 min
    • 20 min
    • 30 min
    • 45 min
    • 60 min
• Select a starting on date 
• Select an appointment time from the times available indicated by the blue color.
  • Available appointment times for the next five days will be displayed.
  • If an appointment is being booked that same day, appointment slots before the current time will be dimmed. 

Or

• Select a custom date and time can be chosen by scrolling past the available appointments to "Or specify custom date and time" 
• Enter the Reason for Visit command in the note space
• Select Book

NOTE: Upcoming appointments will always be at the top of the chart.

Roles

• Front Office Staff
• Clinical Staff