Confirm Patient Appointments

Q: How do I confirm patient appointments?

1. Open the Scheduler Workspace

Go to the SOAPware menu, then click Schedule.

2. Open Patient Account

2. Open Patient Account

Open the first patient account for which you need to confirm the appointment.  To do this, simply double-click on the patient appointment.

3. Confirm Appointment

3. Confirm Appointment

After speaking with the patient to confirm the appointment, click the Status drop down menu and select Confirmed.

4. Move to Next Appointment

4. Move to Next Appointment

In the Resources section, click the right facing arrow to move to the next appointment that is on the schedule for this resource.

This will open the patient account for the resources next appointment.

5. Repeat Steps 2-4 to Confirm All Appointments

6. Close Patient Account

6. Close Patient Account

After confirming all appointments on the schedule for the selected resource, close the last patient account by click the X in the top right hand corner.

Appointments Confirmed

Appointments Confirmed

Appointments on the schedule are now marked and color-coded as confirmed.