CTL Confirm-IT - Manual (Page 12)

Scheduling An Appointment
Confirm-IT User’s Guide
8
Type part or all of the patient’s last name and phone number. Click on the Search
button to see if they already exist in the patient database. If there is more than one
match (such as other family members), a list of names appears in a Search Results
window. If the matching customer name appears in the list, simply highlight that
row, double click or click OK and all information is transferred.
Figure 6 Appointment Functions
Pop up Search Results window appears if Search
finds more that one match for information entered.
Click to enable reminder types. Can select multiple. Must
Record Reminder Announcements.
( See Administrator / CSR Manual “Recording Announcements”)
Enter notes regarding this appointment only
Enter notes that stay with this customer profile
When the customer is paying
for the service provided, the
payment type can be selected.
The appointment can be
marked Closed by clicking
the Close button. The letter
“C” will appear in the
calendar for this appointment.