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How do I create an Appointment Type?

Updated

To create a new Appointment Type and configure its services:

  1. Go to Appointments → Appointment Types.

  2. Click Create New.

    appointment type ok.png
  3. Enter the Name of the Appointment Type.
  4. Select the Default POS (Place of Service), as applicable.
  5. Keep the Active option enabled if you want the Appointment Type to be available for use.
  6. Configure any additional options based on your company's needs.
  7. Click Save.

Once the Appointment Type has been created, you can add the services that will be available within it.

Add Services to the Appointment Type

  1. Locate the Appointment Type you created and access its Services.
  2. Click New Service.
  3. Complete the service information, including Name and Responsible Practice.
  4. Configure the applicable options, such as required signatures, Billable, Mandatory Service, or Requires Results, as needed.
  5. Under Billing Information, configure the applicable billing details, including Cash Price, billing codes, modifiers, and prices by insurance type, when applicable.
  6. Complete any other required service configuration.
  7. Save the changes.

You can add one or multiple Services to the same Appointment Type based on your company's needs.

Path: Appointments → Appointment Types → Create New

Note: The Appointment Type must be created first. You can then add and configure the Services that will be included within that appointment type.