First open the LocalMed Portal to the Practice Overview page

At the top of the right side of the page is the actions box, click on Add a Reason for Visit

This will open up the Add Reason for Visit page

Select which offices you want this appointment type to schedule at. Any locations that are selected will have this appointment type appear for patients while scheduling online.
​

Click the Next button to continue to the next step

Here you will select the reason for visit. This is the title the patient will see while scheduling

You can switch between new and returning patient appointments in the top right of the box

Try using the search bar at the top to quickly find a title that accurately describes your appointment type!

Once the reason for visit has been selected press Next to move onto the next step. On this page you will be linking the reason for visit with the appointment type in your practice management software

You will see a list of all appointment types found in your practice management software.

Use the search bar to find the proper appointment type, you can search by the name/description, code, or appointment length.

This is the appointment title you will see appear on your schedule in the practice management software when a patient schedules

Once you've selected the proper appointment type click Next to move on

This is where you can select which operatories this appointment can be scheduled in.

Choose all applicable options and press next!

Finally you can choose which providers can be scheduled with for this appointment type. You will see a list of all your providers in LocalMed.

If the provider does not have a checkbox to the left of their name and instead has an Enable button to the right, then that provider is currently not linked to the operatories you selected on the last step. Press Enable to activate the proper ops

Once you have selected the providers press Next to move to the last step

All that is left is to confirm the information you have selected

If anything looks wrong on this page click on the Edit button to the right of it

If everything looks correct then press Add Reason for Visit

A loading sequence will appear ending with the following page: