How do I schedule an appointment, such as a PCP visit, for a resident?

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You can schedule a resident-specific appointment directly from the resident profile.

To schedule an appointment:

  1. Navigate to the resident page.

  2. Select Calendar from the resident menu.

  3. Enter the appointment details, such as:
    • Appointment title and description
    • Date and time
    • Location
    • Any relevant notes

  4. Save the appointment.

Once saved, the appointment will be visible on the resident to-do list for staff who need to support or prepare for the visit.

 

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