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Appointments

Learn how to stay on top of appointments

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Written by Jennifer Fairchild

You are able to view all appointments from the Calendar Module or Appointment Module

Manually Add Appointments

To manually add appointments, click on the Appointment Module. Then, select the blue plus icon in the lower right-hand corner. From here, add all important appointment details. You can manually enter your doctor’s information or add an existing physician from your contacts by clicking on the blue icon. As a note, you’ll need to have entries in your contacts module already to select someone from the contacts folder.

Add your location manually by typing the information into the white textbox, or you can click the blue icon next to the location and add an existing organization location (you’ll need to have already added them as well in files and contacts to select).

Set your date and time, if the event repeats (hello, physical therapy appointments!), and if you want reminders as well. Then click add event!

Automatically Schedule Appointments

If your health plan provides Avanlee as a benefit, you can automatically schedule appointments in the app.

When you open appointments, you’ll see a pop up appear prompting you to schedule your appointments. Click Book Appointments and follow the prompts on the screen.

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