Adding a New Appointment

Overview

This tutorial will review how users can add a new appointment to the calendar.

Estimated Time to Complete – 5 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Video Coming Soon!

Step-by-Step Guidance

1. Calendar > Right click on the time slot for which you would like to book an appointment > Add Appointment

2. Review that the correct Branch, Room/Location, and Professional(s) are selected correctly.

Web App

Step-by-Step Guidance

1. Patient File > Images

2. Add image (green plus)

3. Select image(s) or take picture

4. Enter the image Description and select a Category

5. Optional: Enter a Comment

6. Save

Mobile App (iOS/Android)

Step-by-Step Guidance

1. Patient File > Images

2. Add image (green plus)

3. Select image(s)

4. Enter the image Description and select a Category

5. Optional: Enter a Comment

6. Save

Wise Option 7

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Resources

Easy Document Access in Desktop App