To create an appointment for a client, click on the Calendar tab, click on a date on the calendar and a dialog will appear requesting further information. You then enter the first few characters of the patient and it should show the details of all patients matching that search. Enter the remainder of the information for the appointment and click Save.
It’s as easy as that!
However, just a few notes to ensure that you’ve done this correctly:
- If you’re planning on using invoice templates (or types of sessions) for your invoice, ensure that an invoice template has been selected.
- The appointment will only sync to your calendar and phone if you updated the Settings correctly (under My Calendar Info).
- If it’s a repeat appointment, you will need an end date for the series of appointments.
- If it’s a new client, click on the ? button. You can then enter the first name and surname for the client, and then update the client thereafter. This is especially useful for new clients where you don’t have their information and they’ve just given you their name and mobile number. You cannot generate an invoice for this new client until all information (especially the ICD10 code) has been completed.
For more information, refer to Section 3.4 of the smeMetrics User Manual.
If there’s anything else that you need right now related to your smeMetrics account, let us know by sending an email to firstname.lastname@example.org
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