Book Next Visit

When to use this

Use this flow when the clinical team already knows when the patient should return and can arrange the next visit immediately.

Common use cases:

• the doctor wants to plan the next visit directly from the chair;
• the next step is already clear and can be booked now;
• the team wants the patient to leave with the next appointment already arranged.

Open Follow Up

1. Open a patient.
2. Select Follow Up in the clinical history tabs.
3. Review whether a next appointment already exists.

If no follow-up is linked yet, use Open Calendar to continue with scheduling.

Book the next visit directly

When the next visit can already be booked:

1. Open Follow Up.
2. Select the date interval, provider, and expected duration.
3. Find an available time.
4. Choose the slot that fits the treatment plan.
5. Confirm the time.

After the slot is confirmed, the next appointment becomes linked to the current care cycle.

Review the linked visit

When a next appointment is already linked, Follow Up helps the team review it quickly.

You can usually:

• use Reschedule to change the time;
• use Visit Details to open the appointment;
• review the date, duration, provider, room, branch, and status.

Why clinics use this flow

This workflow lets doctors act immediately instead of passing every next-step decision to reception.

It is useful when the clinic wants treatment planning and scheduling to stay close together, especially for multi-visit care where the next appointment should be booked before the patient leaves.