Schedule appointments for multiple patients in sequential time slots | Schedule appointments for multiple patients in the same time slot | Schedule recurring appointments for multiple patients
You can schedule appointments for multiple patients at once on the Bulk Schedule Appointments page.
- Once a patient's box turns green (scheduled), the Choose Patients search bar is disabled and no new patients can be added to the list. Select Refresh List to clear the completed boxes before searching for and scheduling additional patients.
- Do not add the same patient to the bulk scheduling list multiple times; if you need to schedule the same patient or group of patients again, use Refresh List first.
- If scheduling fails for a patient, the patient box turns red. Select the refresh icon
to turn the patient box back to blue to retry scheduling.
to turn the patient box back to blue to retry scheduling.
Schedule appointments for multiple patients in sequential time slots
- Select Schedule > Bulk Appointments.
- Search and select the patients you want to schedule from the Choose Patients search box.
- Fill out the appointment details and then select Schedule Appointments.
The sequence of the appointments starts with the time you select in the Time of 1st Appointment box. Each appointment is then booked sequentially in time slots based on the time frame in the Duration box.
Success messages appear in the upper-left corner once appointments are scheduled. Once the patient's box turns green, it means the appointment was successfully scheduled.
Select Open this appointment 
to see the patient's appointment details.
- To schedule appointments for additional patients, select Refresh List to clear the completed rows. The Choose Patients search bar remains disabled until the list is refreshed.
The image below shows all three bulk-scheduled appointments on the Calendar scheduled in 30-minute increments.
Schedule appointments for multiple patients in the same time slot
- Perform steps 1 and 2 in the sequential time slot procedure.
- Fill out the appointment details, select the Enable Group Booking checkbox, and then select Schedule Appointments.
The image below shows two patients scheduled for the same time.
Schedule recurring appointments for multiple patients
- Perform the steps in the sequential time slot or same time slot procedure, but do not select Schedule Appointments yet.
- Select the Recurring Appointment checkbox.
- Fill out the recurring appointment details and then select Schedule Appointments.
