Create Appointment

Updated on: 11/21/2024

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 Show
9. Triage 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
34. Procedure Update All
35. Medical Record Get All
36. Medical Record Show
37. Medical Record Create
38. Medical Record Update
39. Medical Record Update All
40. Medical ICD Get All
41. Medical ICD Create
42. Medical ICD Delete
43. Approval Questionnaire Get All
44. Approval Questionnaire Show
45. Approval Questionnaire Create
46. Approval Questionnaire Update
47. Approval Questionnaire Update All
48. Appointment Referral Get All
49. Appointment Referral Show
50. Appointment Referral Create
51. Appointment Referral Update
52. Appointment Referral Update All
53. Payment Get All
54. Payment Show
55. Payment Create
56. Payment Change Status
57. Payment Update
58. Payment Update All
59. Customer Get All
60. Customer Show
61. Customer Create
62. Customer Update
63. Customer Update All
64. User Get All
65. User Show
66. User Create
67. User Get Users List For Material Filter
68. User Update
69. User Update All
70. Import Customer Get All
71. Import Customer Upload
72. Form Category Get All
73. Form Category Show
74. Form Category Create
75. Form Category Update
76. Form Category Update All
77. Form Category Get Master List
78. Consent Get Consented
79. Consent Take
80. 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. After entering the module, select the option “Create appointment ”
3. Fill in the field “Search by name, e-mail or SSN” with the name, e-mail, or SSN of the customer for whom the appointment will be scheduled.
4. After the system returns the desired customer, click on the “New Appointment” button.
5. Click on the “Select Category” button.
6. Choose the category that matches the service to be scheduled.

Note: More than one category can be selected at the same time.

7. Click on the “Select and Proceed” button
8. Choose the desired service.

Note: If the desired service is not found, you can repeat the category selection steps to discover additional services.

9. Click on the “Continue” button.
10. Click on the tab labeled “Set time, place, and professional”.
11. Click on the highlighted map icon.
12. Select the location where the customer wants the appointment to take place.
13. Click on the provider selection icon next to the map icon.
14. Select the provider who will handle the customer’s appointment.

Note : If no providers are available for selection, try choosing another location and wait for new options to appear.

15. Click on the calendar icon next to the provider selection icon.
16. Click on the Date field.
17. Select the date the customer wants the appointment to take place from the available options.
18. Select the time slot for the appointment.
19. Click on the tab labeled “Provide customer details”.
20. Validate the customer’s details to ensure they are correct.
21. Click on Continue.
22. Validate the details of the appointment being scheduled (chosen location, date and time, and customer’s name).
23. Accept the terms and conditions, and click on Create Booking.

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. 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 Show
9. Triage 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
34. Procedure Update All
35. Medical Record Get All
36. Medical Record Show
37. Medical Record Create
38. Medical Record Update
39. Medical Record Update All
40. Medical ICD Get All
41. Medical ICD Create
42. Medical ICD Delete
43. Approval Questionnaire Get All
44. Approval Questionnaire Show
45. Approval Questionnaire Create
46. Approval Questionnaire Update
47. Approval Questionnaire Update All
48. Appointment Referral Get All
49. Appointment Referral Show
50. Appointment Referral Create
51. Appointment Referral Update
52. Appointment Referral Update All
53. Payment Get All
54. Payment Show
55. Payment Create
56. Payment Change Status
57. Payment Update
58. Payment Update All
59. Customer Get All
60. Customer Show
61. Customer Create
62. Customer Update
63. Customer Update All
64. User Get All
65. User Show
66. User Create
67. User Get Users List For Material Filter
68. User Update
69. User Update All
70. Import Customer Get All
71. Import Customer Upload
72. Form Category Get All
73. Form Category Show
74. Form Category Create
75. Form Category Update
76. Form Category Update All
77. Form Category Get Master List
78. Consent Get Consented
79. Consent Take
80. 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. After entering the module, select the option “Create appointment”
3. Fill in the field “Search by name, e-mail or SSN” with the name, e-mail, or SSN of the customer for whom the appointment will be scheduled.
4. After the system returns the desired customer, click on the New Appointment button.
5. Click on the Select Category button.
6. Choose the category that matches the service to be scheduled.

Note: More than one category can be selected at the same time.

7. Click on the Select and Proceed button.
8. Choose the desired service.

Note: If the desired service is not found, you can repeat the category selection steps to find additional services.

9. Click on the Continue button.
10. Click on the tab labeled “Set time, place, and professional”.
11. Click on the highlighted map icon.
12. Select the location where the customer wants to schedule their appointment.
13. Click on the provider selection icon next to the map icon.
14. Select the provider who will attend the customer’s appointment.

Note : If no providers are available for selection, choose a different location and wait for new options to appear.

15. Click on the calendar icon next to the provider selection icon.
16. Click on the Date field.
17. Select the date the customer prefers for the appointment from the available options.
18. Choose the time slot for the appointment.
19. Click on the tab labeled “Provide customer details”.
20. Fill in the blank fields with the information provided by the customer.
21. Click on Continue.
22. Validate the details of the appointment being scheduled (chosen location, date and time, and customer’s name).
23. Accept the terms and conditions, and click on Create Booking.

Creating Appointment - Dependents

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

1. You must have a provider account.
2. Customers must already be created and properly registered in your account.
3. Your provider account must be assigned a role with the appropriate permissions for creating appointments, 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 Show
9. Triage 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
34. Procedure Update All
35. Medical Record Get All
36. Medical Record Show
37. Medical Record Create
38. Medical Record Update
39. Medical Record Update All
40. Medical ICD Get All
41. Medical ICD Create
42. Medical ICD Delete
43. Approval Questionnaire Get All
44. Approval Questionnaire Show
45. Approval Questionnaire Create
46. Approval Questionnaire Update
47. Approval Questionnaire Update All
48. Appointment Referral Get All
49. Appointment Referral Show
50. Appointment Referral Create
51. Appointment Referral Update
52. Appointment Referral Update All
53. Payment Get All
54. Payment Show
55. Payment Create
56. Payment Change Status
57. Payment Update
58. Payment Update All
59. Customer Get All
60. Customer Show
61. Customer Create
62. Customer Update
63. Customer Update All
64. User Get All
65. User Show
66. User Create
67. User Get Users List For Material Filter
68. User Update
69. User Update All
70. Import Customer Get All
71. Import Customer Upload
72. Form Category Get All
73. Form Category Show
74. Form Category Create
75. Form Category Update
76. Form Category Update All
77. Form Category Get Master List
78. Consent Get Consented
79. Consent Take
80. 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. After entering the module, select the option “Create Appointment”.
3. Fill in the field “Search by name, email, or SSN” with the name, email, or SSN of the customer for whom the appointment will be scheduled.
4. After the system returns the desired customer, click the “New Appointment” button.
5. Click the “Select Category” button.
6. Choose the category that matches the service to be scheduled.

Note: More than one category can be selected at the same time.

7. Click the “Select and Proceed” button.
8. Choose the desired service.

Note: If the desired service is not found, you can repeat the category selection steps to explore additional services. Step-by-Step Instructions for Scheduling an Appointment

9. Click the Continue button.
10. Go to the tab Set time, place, and professional.
11. Click on the highlighted map icon.
12. Select the location where the customer wants to schedule their appointment.
13. Click the provider selection icon next to the map icon.
14. Choose the provider who will handle the appointment for the customer.

Note: If no providers are shown as available, simply select a different location and wait for new options to appear.

15. Click the calendar icon next to the provider selection option.
16. Click the Date field.
17. Choose the date the customer wants their appointment, from the available options.
18. Select the time for the appointment.
19. Go to the tab Provide customer details.
20. Click the Child option.
21. Click the Customer option.

Note: If you want to schedule an appointment only for the dependent, disable the Customer option. Otherwise, the appointment will be scheduled for both the customer and the dependent.

22. Click on the Child field.
23. Select the dependent for whom the appointment will be scheduled.

Note: If no dependents are available for selection, you can create a dependent by clicking the ADD CHILD button and filling out the required fields.

24. Click Continue.
25. Validate the appointment details (selected location, date and time, and the customer’s name, which should match the dependent’s name).
26. Accept the terms and conditions, then click Create Booking.
27. Done! The appointment has been successfully scheduled. When the customer logs into their account, it will be displayed in their appointment list.