Schedule an appointment for a patient

If individuals want appointments scheduled for them, administrator or Help desk agents can schedule them. But, the location chosen for the appointment must already include a schedule.

For COVID-19 vaccines, you must wait until a patient receives dose 1 of the vaccine to book an appointment for dose 2.

For more information on creating a schedule, see Create a schedule for a location.

To schedule an appointment for a patient:

1. Select Make Appointment from the Home tab. This opens the Make Appointment page.
2. Select the appointment type needed. For example, select COVID-19 Vaccination Dose #1 or COVID-19 Vaccination Dose #2.
3. Select the best location for the patient. For example, you can select Distance to search for a location by entering the postal code or Keywords to search by the location name. This brings up a list of locations that match your search criteria. The locations also indicate the next available opening.
4. Scroll down the page to the calendar. Leave the default date selected or select another date.
5. Select Morning or Afternoon and then select a time slot for the appointment.
6. Select Next. You see the appointment details you just entered (appointment type, location, and date and time).
7. In the Patient Details section, enter the appropriate field information. (The fields you see may vary from the ones listed.) For example:
   • First, Middle (optional), and Last Name
   • Date of Birth (MM/DD/YYYY format). You can also click the calendar icon to select the birth date from a calendar. Select the month and year from the drop-down menu or use the arrow icons to scroll forward or backwards in months and years. After entering a birth date, you see the patient age to the right of the date.
   • Contact Method (Email, Text Message, Phone Call, or No Contact)
   • Email, Mobile Phone, or Phone (depending on contact method selected)
   • Insurance Type
   • Insurance Number
   • Birth Sex
   • Gender
   • Race
   • Ethnicity
   • Indigenous Status
   • Residential Address
   • Town/Suburb
   • City
   • Postal/ZIP Code
8. Select Make Appointment. You see an "Appointment made" message in the banner.

A patient with contact details receives an email or text to get a verification code. The patient uses this code to verify the registration in the system. After entering the code, they can access surveys (if available), profile details, a QR code, and appointment details.

The next time you list the appointments, you can search on the patient you entered and see the appointment. (Patients who did not verify their account appear in the list with an UNVERIFIED label.)