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How to Create a New Appointment (Clinic Portal)

Use this article when clinic staff need to manually book an appointment for a patient from inside the booking portal.

Updated over a week ago

Book a New Patient Appointment

Steps to Create a New Appointment

  1. Navigate to the Booking Portal Dashboard.

  2. Click New Appointment.

  3. Enter the Mobile Number.

  4. Select Self.

  5. Click Relationship and choose whether the booking is for the same patient or a dependent.

  6. Enter the Patient First Name.

    • If the patient has a previous appointment, their details will be auto-filled.

  7. Enter the Patient Last Name.

  8. Enter the Email Address (optional).

  9. Select whether the patient has Insurance.

    • In this case, choose Yes.

  10. Select the Insurance Company.

  11. Enter the Insurance Policy ID.

  12. Select the Appointment Date (for example, click 28).

  13. Click to proceed to Doctor Selection.

  14. Review the Available Slots.

  15. Select the desired Time.

  16. Click Book Appointment to confirm.

📝 Notes

  • Internal (clinic) bookings do not require approval and appear directly in Open / Pending Appointments.

  • Available slots depend on doctor working hours, breaks, leaves, and existing bookings.

  • Insurance details are required only if insurance is selected.

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