Record Appointments

The Record Appointments button finalizes and closes out the appointment as completed (removes red bar on Scheduler) as well as creates a billing charge to be submitted to insurance company.

  1. Click on Tools | Scheduler | Record Appointments

A list of all prior appointments will appear in the following screen.

  • Any appointments with all required information will appear in black and will be checked to be recorded
  • Appointments in red are missing required information and cannot be recorded until completed
  • For any that should NOT be recorded UNCHECK the box


  1. Click Record Selected Appointments

NOTE: The following information is required to record an appointment and create a charge for submission:

  • The patient must have an assigned diagnosis with the billing order specified
  • The appointment must have a primary CPT code selected
  • The patient must have full demographics information completed
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