Similar to providers and clinic admins, a CSR also has the capacity to schedule on behalf of the provider as long as he/she is assigned to that provider’s waiting room. On this article, we’ll be exploring:

• How to Open Appointment Slots

• How to Create a Scheduled Appointment

• Related Articles

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Opening Appointment Slots

1. Log into your clinic (see guide). Click on the Schedule tab. 

2. You can filter the calendar by state, room, specialty and/or provider if you have a multi-provider. You may also edit the time division. 

3. If these are not necessary or applicable to you, you may proceed to click on Create.