How do I book, cancel, or reschedule an appointment?

Here's a brief video on how to do this, or for step-by-step instructions, read below:

1. To begin to schedule an appointment, you have two options:

 In the dashboard, click on "Calendar" in the left navigation menu. 

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or

You can also schedule a follow-up appointment directly from the note. In the "Compose Note" section, click on the "Action" drop-down and choose "Book Appointment" in the Plan section. This will open the calendar in a pop-up window.  Make sure pop-ups from app.luminello.com are not blocked!

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2. Click on a time slot to start. This will open the Calendar Event window.  First, select "Appointment" or "Non-Appointment" from the drop-down menu. 

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3. To select a patient, start typing the first few letters of their name.

4.  Fill out the requested appointment information. To schedule a recurring event, click the "Recurring" box towards the bottom.

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5. If you click "Recurring", here is what you'll see next.  Set up the details and click "Done" at the bottom of the screen. 

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6. Choose a calendar from the drop-down menu.

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7. If you want to send auto-reminders, click the box "Send reminder to all attendees" or "Send reminders to all attendees except me".  Then, click the arrow for the drop-down menu for reminder details. Make sure to click "Submit" when you're done. 

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How to cancel an appointment

Click on the event. Then, click on "Cancel & Notify" This will send a cancellation email to the patient/client. 

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How to edit an appointment

If you need to reschedule, click on "Edit event" & you can change the appointment details. 

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That's it! If you have any question, please contact us.

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