Create Appointment

Updated on: 07/14/2025

Within AENTE, the appointment creation feature is the greatest facilitator for scheduling activities. It allows you to schedule appointments for both customers who are already registered with your business and for customers who do not yet have an account created, thus facilitating their registration.

Creating Appointment - Pre-existing Customer

To begin creating an appointment, certain prerequisites must be met, as outlined below:

1. You must have a provider account.
2. There must be customers already created and properly registered in your account.
3. Your provider account must be assigned a role with the appropriate permissions for creating appointment, including the following:

Click here to view the permissions.

1. Location Get All
2. Location Show
3. Location Update All
4. Service Get All
5. Service Show
6. Service Update All
7. Triage Form Get
8. Triage Form Show
9. Triage Form Create
10. Appointment Get All
11. Appointment Show
12. Appointment Create
13. Appointment Cancel
14. Appointment Change Location
15. Appointment Chat
16. Appointment Download Report
17. Appointment Email Report
18. Appointment Reject
19. Appointment Update Triage
20. Appointment Update
21. Exam Get All
22. Exam Create
23. Exam Cancel
24. Exam Fix Sample
25. Search Customer Index
26. Charting By Exception Get All
27. Charting By Exception Show
28. Charting By Exception Create
29. Charting By Exception Update All
30. Procedure Show
31. Procedure Get All
32. Procedure Create
33. Procedure Update / Update All
34. Medical Record Get All
35. Medical Record Show
36. Medical Record Create
37. Medical Record Update
38. Medical Record Update All
39. Medical ICD Get All
40. Medical ICD Create
41. Medical ICD Delete
42. Approval Questionnaire Get All
43. Approval Questionnaire Show
44. Approval Questionnaire Create
45. Approval Questionnaire Update
46. Approval Questionnaire Update All
47. Appointment Referral Get All
48. Appointment Referral Show
49. Appointment Referral Create
50. Appointment Referral Update / Update All
51. Payment Get All
52. Payment Show
53. Payment Create
54. Payment Change Status
55. Payment Update
56. Payment Update All
57. Customer Get All
58. Customer Show
59. Customer Create
60. Customer Update
61. Customer Update All
62. User Get All
63. User Show
64. User Create
65. User Get Users List For Material Filter
66. User Update
67. User Update All
68. Import Customer Get All
69. Import Customer Upload
70. Form Category Get All
71. Form Category Show
72. Form Category Create
73. Form Category Update
74. Form Category Update All
75. Form Category Get Master List
76. Consent Get Consented
77. Consent Take
78. Consent Verify

Once all necessary configurations are in place, you can proceed with the steps below to create an appointment:

1. Click on the module labeled “Appointments”.
2. Fill in the Main problem field.

Note: This field is mandatory and should be filled with the issue the patient is addressing, preferably including information directly related to the selected service.

Note: This field is independent per service; if another client needs to perform the same service and the same name is provided in the Main problem field, it will be counted independently in the system.

3. Select the service you wish to schedule for that user
4. Click the Choose location and time button
5. Select the location where the client will undergo their procedure

Note: The locations are created and configured in the Locations resource within the Operational module.

6. Select the provider who will attend to that client.
7. Select the date on which the appointment will take place.

Note: If no available day is shown for selection, you’ll need to either configure more available days for the provider in the Provider resource within the Operational module, or choose a different provider to attend to this client.

8. Select the time for when the client’s appointment will occur.
9. Click the Patient info button.
10. Select the client for whom the appointment will be scheduled.

Note: If the client user does not yet exist in the system, simply click the + icon next to the search field

11. Click the Schedule appointments button.
12. Done! This will properly create the issue, containing information such as:

• Patient details (name, email, phone, DOB, and gender)
• The service(s) selected for that issue
• Options to add a new appointment or edit the name of the Main problem

Note: Any edits made to the scheduling information will be properly recorded in the History field*

Creating Appointment - New Customer

To begin creating an appointment, certain prerequisites must be met, as outlined below:

1. You must have a provider account.
2. There must be customers already created and properly registered in your account.
3. Your provider account must be assigned a role with the appropriate permissions for creating appointment, including the following:

Click here to view the permissions.

1. Location Get All
2. Location Show
3. Location Update All
4. Service Get All
5. Service Show
6. Service Update All
7. Triage Form Get
8. Triage Form Show
9. Triage Form Create
10. Appointment Get All
11. Appointment Show
12. Appointment Create
13. Appointment Cancel
14. Appointment Change Location
15. Appointment Chat
16. Appointment Download Report
17. Appointment Email Report
18. Appointment Reject
19. Appointment Update Triage
20. Appointment Update
21. Exam Get All
22. Exam Create
23. Exam Cancel
24. Exam Fix Sample
25. Search Customer Index
26. Charting By Exception Get All
27. Charting By Exception Show
28. Charting By Exception Create
29. Charting By Exception Update All
30. Procedure Show
31. Procedure Get All
32. Procedure Create
33. Procedure Update / Update All
34. Medical Record Get All
35. Medical Record Show
36. Medical Record Create
37. Medical Record Update
38. Medical Record Update All
39. Medical ICD Get All
40. Medical ICD Create
41. Medical ICD Delete
42. Approval Questionnaire Get All
43. Approval Questionnaire Show
44. Approval Questionnaire Create
45. Approval Questionnaire Update
46. Approval Questionnaire Update All
47. Appointment Referral Get All
48. Appointment Referral Show
49. Appointment Referral Create
50. Appointment Referral Update / Update All
51. Payment Get All
52. Payment Show
53. Payment Create
54. Payment Change Status
55. Payment Update
56. Payment Update All
57. Customer Get All
58. Customer Show
59. Customer Create
60. Customer Update
61. Customer Update All
62. User Get All
63. User Show
64. User Create
65. User Get Users List For Material Filter
66. User Update
67. User Update All
68. Import Customer Get All
69. Import Customer Upload
70. Form Category Get All
71. Form Category Show
72. Form Category Create
73. Form Category Update
74. Form Category Update All
75. Form Category Get Master List
76. Consent Get Consented
77. Consent Take
78. Consent Verify

Once all necessary configurations are in place, you can proceed with the steps below to create an appointment:

1. Click on the module labeled “Appointments”.
2. Fill in the Main problem field.

Note: This field is mandatory and should be filled with the issue the patient is addressing, preferably including information directly related to the selected service.

Note: This field is independent per service; if another client needs to perform the same service and the same name is provided in the Main problem field, it will be counted independently in the system.

3. Select the service you wish to schedule for that user.
4. Click the Choose location and time button.
5. Select the location where the client will undergo their procedure.

Note: The locations are created and configured in the Locations resource within the Operational module.

6. Select the provider who will attend to that client.
7. Select the date on which the appointment will take place.

Note: If no available day is shown for selection, you’ll need to either configure more available days for the provider in the Provider resource within the Operational module, or choose a different provider to attend to this client.

8. Select the time for when the client’s appointment will occur.
9. Click the Patient info button.
10. Clique no botão de + localizado no canto superior direito do card de clientes.
11. Fill in the required fields to create a customer within the system.

Note: If the system indicates that it is not possible to create the customer because their data is already being used in the system, it means they are registered under another account. In such cases, it will be necessary to go through the consent acceptance process.

12. Click on Create Customer.
13. Done! At this point, simply follow all the previous steps again, select the customer you just created, and proceed to the next step of data confirmation.
14. Finally, click on Schedule Appointments.