<< Click to Display Table of Contents >> Navigation:  Registering and Linking Accounts > Linking from Appointment Detail

To link a registered account to the schedule from the Appointment Detail screen, begin by double-clicking the patient's name from the grid. Then select the Appointment Type from the list and then select Link.

 

A listing of visits will then display by admit date in reverse chronological order. Select the appropriate account number from the listing and select Link.

 

 

Select Web Client > Scheduling > Select Appointment > Link

 

Schedule - Visit List

 

 

Once an account has been linked, the option will change to Visit on the Appointment Detail screen. Selecting the Visit option will display the Visit Information screen where the Physician, Service Code and Admit Code may added and/or changed.

 

NOTE: Multiple appointments may be linked to a single visit.