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Appointments are activities that you schedule in your calendar that do not involve inviting other people or reserving resources. You can turn an appointment into a meeting by adding attendees.
Create an appointment
From your Calendar folder, select New Appointment or click Ctrl+N. From any other folder, click Ctrl+Shift+A.
Enter a subject, location, start time, and end time.
Select Save & Close to save your appointment.
Note: By default, Outlook starts and ends appointments on the hour or the half hour. If you'd like to enter a custom time, for example 12:22 p.m., click in the start or end time fields and type in the exact time you need.
Outlook for Windows and Outlook for iOS - Better Together
Turn on Time To Leave
From Outlook for iOS, select Settings > Time To Leave.
Select a supported account, then use the slider to enable Time To Leave.
Note: Time To Leave is not yet available for Outlook for Android. Only Office 365, Outlook.com, and some Gmail accounts are supported.
Select New Appointment. Alternately, you can right-click a time block in your calendar grid and click New Appointment, double-click any blank area of the Calendar, or use the keyboard shortcut Ctrl+Shift+A.
In the Subject box, enter a description.
In the Location box, enter the location.
Enter the start and end times.
Tip: You can type specific words and phrases in the Start time and End time boxes instead of dates. For example, you can type Today, Tomorrow, New Year’s Day, Two Weeks from Tomorrow, Three days before New Year's Day, and most holiday names.
To show others your availability during this time, in the Options group, select the Show As box and then select Free, Working Elsewhere, Tentative, Busy or Out of Office from the drop-down.
To make the appointment recurring, in the Options group, select Recurrence
. Select the frequency (Daily, Weekly, Monthly, Yearly) that the appointment recurs, and then select options for the frequency. Click OK.Note: Adding a recurrence to an appointment changes the Appointment tab to say Appointment Series.
By default, a reminder appears 15 minutes before the appointment start time. To change when the reminder appears, in the Options group, select the Reminder box arrow and then select the new reminder time. To turn the reminder off, select None.
Select Save & Close.
Tip: If you want to change an appointment to a meeting, select Invite Attendees from the Attendees group in the ribbon.
Create an appointment or meeting from an email message
There are two ways to create an appointment or a meeting from an email message.
Right-click an email in your inbox, then select Quick Steps > New Meeting. An appointment will open with the email message as an attachment, and you can add attendees to turn the appointment into a meeting.
Click to select the email message in your message list, then choose Reply with Meeting from the Ribbon. This creates a new meeting request with the message sender on the To line and the email message included in the body of the meeting request.
Related Tasks
Schedule a meeting with other people
Find a conference room
Create a meeting or appointment from an email message
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Presentation on theme: "Epic Quick Appointment Scheduling"— Presentation transcript:
1 Epic Quick Appointment Scheduling
Lesson 4 Epic Quick Appointment Scheduling
2 Epic Quick Appointment Scheduling
In this lesson you will learn to: Make a Quick Appointment
3
Epic Quick Appointment Scheduling
The Quick Appointment feature allows you to quickly schedule a basic appointment for a patient. You can use this option to schedule a single appointment for a single patient, with one provider and one visit type. At the patient’s appointment desk, click on the Quick Appt button on the activity toolbar.
4 Epic Quick Appointment Scheduling
Enter the visit type and Provider. Double clicking the appointment slot will automatically enter the Time & Length at the bottom of the screen. Type in your appointment notes and click “Schedule”. Note: appointment notes may be required for some
departments.
5 Epic Quick Appointment Scheduling
When scheduling a patient, a red box will appear if there is an appointment scheduled for the same day at your office or another CHKD practice. The schedule will have a red display during the time of the other
appointment(s).
6 Epic Quick Appointment Scheduling
Consideration: Walk In appointments will be discussed in the Epic Advanced Scheduling CBT, Lesson 9b. The Quick Appt button does not bring up the Check In window automatically. The Walk In option
combines appointment scheduling and check in within the same process. We recommend using the Walk In button on the patient’s activity toolbar instead of Quick Appt for those patients being checked in as Walk In patients. Check with your practice policy on how to handle Walk Ins. Vs.
7 Epic Quick Appointment Scheduling
The Account Selection window will appear for review while you are speaking with the parent. Click Continue to move to the Appointment Review Window.
8 Epic Quick Appointment Scheduling
After clicking the Accept button on the Appointment Review Window, the regular pathway to appointment creation is followed. Update the patient’s information as needed, and be sure that you have a current telephone number! Click Accept to
complete the Quick Appointment scheduling process.
9 Click on the clock to advance to Lesson 5.
End of Lesson 4 Click on the clock to advance to Lesson 5.