<< Click to Display Table of Contents >> Navigation:  Registering and Linking Accounts > Linking from Event Screen

To link a registered account to the schedule from the Event screen during the scheduling process, select Link on the action bar. This option will not be available during the initial scheduling process if there are no visits on the patient's profile. In most cases, this will happen when creating a brand new profile.

 

The Link option will only be available during the initial scheduling of the patient. If the Event screen is accessed after the appointment has been scheduled, the Link option will not be available. The appointment will need to be linked from the Appointment Detail screen at that point. .

 

 

Select Web Client > Scheduling > Select Date and Time > Schedule > Select Patient > Select Task > Schedule

 

Event Screen

 

 

A listing of visits will then display. Select the appropriate account number from the listing and select Link. Then proceed with scheduling the patient.

 

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