Appointment profiles save you time by automatically adding duration, the reason for the visit, color coding your appointment, and even adding your billing profiles automatically.
Here is how to set them up:
- Go to Schedule > Appointment Profiles.
- Select Add New Profile to create an Appointment Profile. Create an Appointment Profile for the types of visits you see patients in your office.
- Once a pop-up appears, fill in your desired information and hit Create.
This Appointment Profile is now ready for use.