Watch this video for a walkthrough of how to add Custom Appointment Types:
Adding Custom Appointment Types
Step by Step Instructions:
Access the Practice Overview tab in your LocalMed dashboard
Select the Add Appointment Type button in the top left hand corner
Follow the steps this process will walk you through
Select the applicable Office (location) if there are multiple, then click Next
Enter in the requirements for the Reason For Visit then click Next
Name
Description (optional)
Patient Status
Age Range (optional)
Scheduling Channels
Category
Select the Appointment Type. This pulls through the procedure codes and appointment lengths from your Practice Management Software. Click Next
Choose which Operatories these appointments can be scheduled in. Click Next
Select which Providers this can be scheduled with. This will pull the Provider ID's from your Practice Management Software. Click Next
Confirm on the final page then click Add Reason For Visit
