<< 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 the account is linked to the appointment, the account number will display in the Schedule Detail.

 

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