LocalMed: Adding a Default Reason for Visit

Learn how to add a default visit reason in LocalMed

Erika Gardner avatar
Written by Erika Gardner
Updated over a week ago

When a patient selects a provider to schedule an appointment with, the patient is presented with a default reason for their visit. This reason will be automatically selected until the patient chooses another available reason.

If you would like to add a default visit reason for a provider, follow these simple steps:

  1. Select Practice Overview from the left side menu in LocalMed

  2. Scroll down to the Providers section

  3. Select the gear icon to the right of the provider's name

  4. Select the Schedule Settings on the left

  5. Select the edit pencil Icon

  6. Scroll down to the Reasons for Visit and select a Default Reason for Visit

  7. Be sure to click the blue Save Changes button at the bottom of the screen

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