Appointment Scheduling

To schedule an appointment, navigate to Appointments > Add Appointment. Select an available date and time, then choose a category (e.g., Telemedicine Call for a virtual session). Enter all required appointment information and click Save Changes to finalize.

Tutorial Video – Walkthrough of scheduling appointments in VEHRDICT.

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Navigating the Appointment List

Patient Dashboard – Click Patient Dashboard from the left sidebar to view full patient records including encounters, vitals, appointments, documents, labs, and more.
View Appointments – Under Appointments, see all scheduled visits. Columns include:

 * Date & Time
 * Visit Type
 * Status
 * Provider
 * Facility
 * Notes

Appointment Details – Click any row to:

 * Edit or delete an appointment
 * View full scheduling fields such as Category, Provider, Room, and Duration

**Appointment Overview** – View and manage scheduled visits.

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Using the Calendar

Calendar Overview – A visual, color-coded schedule of appointments.
View Options – Toggle between Day, Week, Month, or List view.
New Appointments – Click New Event to open the appointment editor.
Filters – Use sidebar filters to organize appointments by provider or facility.

**Calendar View** – Schedule and manage appointments visually.

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Appointment Categories

When creating a new appointment, select a category that reflects the nature of the visit:

Office Visit – In-person consultations
Telemedicine Call – Virtual video consultations
Health & Behavioral Assessment – Specialized evaluations
Procedures – Clinical or surgical procedures

**Appointment Categories** – Choose from multiple visit types.

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Patient Portal Integration

If enabled, the patient portal allows patients to:

Request and confirm appointments
Schedule their own telemedicine sessions
View upcoming visits synced with the provider’s calendar

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Managing Appointments

Update Status – After a visit, mark the appointment as Completed, Cancelled, or No Show.
Edit Appointments – Adjust date/time, provider, or details as needed.
View Patient Schedule – Access the full appointment history from the patient’s dashboard to avoid conflicts.

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Adding an Appointment via Calendar

Follow these steps to add an appointment directly from the Calendar view:

Step 1: Select a Time Slot

Navigate to the Calendar using the left-hand menu.
Click a time slot:

  * For a short appointment, click once.
  * For a longer appointment, click and drag over multiple time slots.

The Edit Event window will appear.

Step 2: Enter Appointment Details

Fill in the following:

Category – Choose from Office Visit, Telemedicine, etc.
Facility – Select the visit location
Patient – Click Add to link a patient
Start Date/Time – Defaults to your selected time; adjust as needed
Duration – Set appointment length in minutes
Title – Add a short descriptive title
Billing Facility – Optional if different from visit location
Provider – Assign a provider
Status – Choose Confirmed, Pending, Cancelled, etc.
Room – Optional room assignment
Notes – Additional comments or instructions

Step 3: Save

Click Save Changes to add the appointment to the calendar.
Click Close to exit without saving.

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By following these steps, you can efficiently manage your appointment workflow using VEHRDICT’s EHR platform — improving scheduling visibility, reducing errors, and ensuring patient satisfaction.