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LocalMed: Add Appointment Types in Eaglesoft
LocalMed: Add Appointment Types in Eaglesoft

Learn how to add new appointment types in Eaglesoft for accuracy in LocalMed

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

If you would like to add appointment type options that show in LocalMed for your practice in Eaglesoft, follow the instructions below!

Add a New Appointment Type

Looking to follow along with a video? ๐ŸŽฌ Watch this video provided by Eaglesoft to learn how to add a new appointment type.

  1. In Eaglesoft, select the Lists drop down menu

  2. Hover over the OnSchedule option, then click Appointment Types

  3. Click New

  4. Type a description, set an Appt Color, and change the Duration to something the practice agrees on and that matches the "Reason for visit" being added to the widget

  5. Click OK

  6. Restart your LocalMed Connect Service so the new Appointment Type will show in the Clients App. Now you can map the Reason for Visit to the Appointment Type in EagleSoft

Click here to learn how to restart your LocalMed Connect Service.

Click here to learn how to adjust the length of appointments that show

in LocalMed.

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