Bulk Schedule Appointments

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. 

Do not add the same patient to the bulk scheduling list multiple times (for example, create a bulk appointment for one patient and then add that patient over and over again). The best practice is to refresh the list if you need to schedule the same patient or group of patients again. 

If scheduling fails for a patient, the patient container turns red. Select the refresh icon to turn the patient container back to blue to retry scheduling.

Schedule appointments for multiple patients in sequential time slots

  1. Select Schedule > Bulk Appointments.
  2. Search and select the patients you want to schedule from the Choose Patients box.

  1. 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 the appointments are scheduled. Select Open this appointment  to open an appointment.

Schedule appointments for multiple patients in the same time slot 

  1. Perform steps 1 and 2 in the sequential time slot procedure.
  2. Fill out the appointment details, select the Enable Group Booking checkbox, and then select Schedule Appointments.

Bulk_Appoitments_on_Calendar_Group_Booking.png

Schedule recurring appointments for multiple patients

  1. Perform the steps in the sequential time slot or same time slot procedure, but do not select Schedule Appointments yet.
  2.  Select the Recurring Appointment checkbox.
  3. Fill out the recurring appointment details and then select Schedule Appointments