Link Appointments from the Appointments Tab

The Link option allows users to create multisegment appointments from individual appointment directly on the Appointments tab.

1. Navigate to the patient demographic screens, and select the appropriate patient.
2. Click the Appointments tab.
3. Use the filtering and grouping options to locate the appropriate appointment.
4. Click the "operation" checkbox in the line items of the appointments you wish to link.



5. Click the drop-down in the Perform Operation field and choose Link. The Link Appointments screen will appear.
6. Verify that the appointment you want to link together have been selected and are checked.



Select the Phase: If your organization uses them, you can set the phase status at the time you link appointments. Click the drop-down and make the appropriate selection from the option that are available.

7. Click Continue. The Appointments tab will refresh and the selected appointments will now appear as one, linked appointment.



Note how the individual appointments have been combined and are displayed as segments of one appointment.

Key Considerations

• Link group appointment on the group Appointments tab in a similar manner.
• Keep in mind that any appointments are created through the use of Treatment Protocol will not have the Link option. Users must follow specific steps when moving/canceling or modifying these appointments.
•  See also, De-linking and Linking Multisegment Appointments