Creating a New Appointment
- From the Dashboard, Patients list, or a patient's record, click "Schedule an Appointment"
- Find or create the patient:
- Search by name, date of birth, phone number, or SSN
- Upload a referral document — the system uses AI/OCR to extract patient information automatically and match against existing records
- If the patient doesn't exist, click "Create New Patient"
- Set up the appointment:
- Modality — Select the imaging type
| Code | Imaging Type |
|---|---|
| CR | Computed Radiography |
| CT | Computed Tomography |
| DX | Digital Radiography |
| ECG | Electrocardiography |
| MR | Magnetic Resonance |
| MG | Mammography |
| NM | Nuclear Medicine |
| US | Ultrasound |
| PT | PET Scan |
| RF | Fluoroscopy |
| XA | Angiography |
- Device — Select the specific machine (filtered by modality)
- Procedure(s) — Choose one or more procedures from your facility's library
- Date & Time — Pick a date on the calendar, then select a time slot. Existing appointments show as grey blocks; your new appointment appears in blue.
- Duration — 5 to 120 minutes (in 5-minute increments)
- Urgent — Toggle on if this is an urgent case
- Click "Create Order"
Visual Calendar
The appointment scheduling screen features a visual day calendar:
- Grey blocks = existing appointments
- Blue block = your new appointment
- Click or drag on the calendar to select a time slot
- Use the search bar above the calendar to filter by patient name
- Navigate between days with the arrow buttons
Registering a Walk-In
For patients who arrive without an appointment:
- Go to Patients and click "Register a Walk-In", or select a patient and choose "Register Walk-In" from their actions
- Select the modality, device, and procedure
- Click "Register Walk-In" — no date/time selection needed; the patient is added to today's queue immediately