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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. Select the NA patient from the Patients dropdown. Note that the NA patient option is only available when scheduling from the Provider view with the appointment type set to NonBillable.

  4. Select Authorization, Appointment Type, Location and Travel

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

  5. Select the desired time on the calendar.

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