Description
This article will guide you through the steps of creating an Appointment Code. To create the Appointment Type, please check out the linked article: Adding New Appointment Types
Step-by-Step
- Just as you did for Appointment Types, start in the Scheduler and open the Scheduler Setup icon
- In the Scheduler Options window, Select Appt Codes
- To create a new code, click on the Create Record icon in the top left
- Enter in your new Code
- In the Type dropdown, you’ll find the Appointment Type created in the previous article. Select it from the list.
- Continue by entering in the Procedure
- Adjust the Units as necessary
- Once everything looks good, Click on Save Record and it will be added to the bottom of the list
- Finish off with clicking OK. You’ve now completed creating an appointment type and code.
Additional Resources
