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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. 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.

Last Updated: 12/5/2025 by Lauren Ortega