Skip to main content

Creating a Non-Billable Appointment Associated with a Patient

This knowledge article outlines the steps to create a non-billable appointment and link it to a specific patient.

  1. Navigate to Scheduler > Provider option, and select the relevant Provider, Person.

  2. Click the Add Appointment button.

  3. From the Type dropdown, select the Nonbillable option.

  4. Specify the following fields:

    • Authorization

    • Appointment Type

    • Location

    • Travel

  5. Select the desired time on the calendar.

  6. If the appointment repeats, check the Recurring checkbox.

Did this answer your question?