Steps:

1. 1
   Double click appropriate timeslot
2. 2
   Click patient (in the top left corner) and search for patient by last name
3. 3
   In the patient appointment window click the pencil icon shown below:

4. 4
   Verify all necessary information and add anything missing

   • First and last name
   • Address
   • Phone # and emergency # (in the work # slot)
   • Birth date
   • Social security
   • E-mail
   • Insurance information
   • Referral source in right column (also add to notes section)
   • Hit “ok” at the bottom of the box

5. 5
   Change appointment type to correct type (shown below) and save