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LocalMed - Adding & Adjusting Appointment Types in Eaglesoft
This article will go through the steps to add and adjust appointment types in EagleSoft for accuracy in Local Med
Grace Richards avatar
Written by Grace Richards. Updated over a week ago

View this video provided by Eaglesoft to learn how to add an appointment type:

Eaglesoft: Add Appointment Type

Add Appointment Type in Eaglesoft

Step by Step Instructions:

  1. In Eaglesoft, select the Lists drop down menu

  2. Hover over the OnSchedule option

  3. And click into Appointment Types

  4. Click New

  5. 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

  6. Click OK

  7. 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

    To learn how to restart your LocalMed Connect Service, refer to the following article:

Restarting LocalMed

Adjust Time Length of an Appointment Type

Step by Step Instructions:

  1. In Eaglesoft, select the Lists drop down menu

  2. Hover over the OnSchedule option

  3. And click into Appointment Types

  4. Click Edit

  5. Edit the Duration field

  6. Click OK

  7. Restart the LocalMed Connect Service so the time will change for this Appointment Type in the Clients App

    To learn how to restart your LocalMed Connect Service, refer to the following article:

    Restarting LocalMed

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