Whether it’s a brand-new patient or a familiar face, getting them scheduled is the first step to delivering great care! 🙌
🌟 Booking a Single Appointment
Make sure the patient is added as a contact in Clerk.
From the Practice Manager or Schedule page, click Add an Appointment.
Fill in the key details: provider, appointment type, date, and time.
If the appointment type has a room assigned, it will auto-populate.
You can optionally add an Alert or Appointment Note while scheduling.
Click Create Appointment to save.
✨ Quick tip: If the chosen time is unavailable, Clerk will suggest nearby options. You can also adjust the appointment length if needed.
🔁 Booking Recurring Appointments
For patients who need care on a regular basis, recurring appointments make life easier:
From Checkout: Click Book Recurring Appointments at the end of a visit.
From Patient Profile: Go to the Appointments tab and select Book Recurring Appointments.
Need to make changes later? Click the three dots next to a recurring appointment:
Edit Recurring – adjust either a single visit or the entire series.
Cancel Appointment – cancel a single appointment or the whole series.
Voila! Your patient is set up for routine care, on the path to a healthier, happier life! ❤️
🍋 Rescheduling or Cancelling Single Appointments
Life happens! Here’s how to handle last-minute changes:
Go to the Patient Profile > Appointments, or find the appointment in the Practice Manager.
Open Summary via the three dots next to the appointment.
Select Edit Appointment.
Use the Calendar Icon to change the date and time.
Or select Cancel Appointment if the patient won’t reschedule.
Now you’re ready to keep the schedule flowing smoothly, without missing a beat. Easy peasy lemon squeezy! 🍋