This lesson covers managing patient records and appointments.

1. 1

   Managing Patient Records

   a. Adding a New Patient:

   • Click on the Patients button.
   • Select Add to create a new patient record.
   • Enter the patient’s personal information and click OK to save.

   b. Viewing Patient Information:

   • Click on the Patients button.
   • Use the search bar to find and select the patient.
   • Navigate through the tabs (e.g., Family, Account, Treat’ Plan) to view different information.
2. 2

   Appointments

   a. Scheduling an Appointment:

   • Click on the Appointments button.
   • Select the desired date and time slot on the calendar.
   • Click New Appointment.
   • Search for the patient or add a new one.
   • Enter the appointment details and click OK to save.

   b. Editing an Appointment:

   • Click on the Appointments button.
   • Select the appointment you want to edit.
   • Make the necessary changes and click OK to save.