Schedule a temporary patient appointment

A temporary patient is used as a placeholder appointment when the clinic is not sure a new patient is going to show up (and therefore don't want to take the time to fill out a full patient profile) or when they do not get enough information from the person when setting up the appointment to fill out a patient profile and case.

Temporary patients cannot be checked in and do not trigger documentation. When you go to check in a temporary patient, scroll to Convert to Patient and fill out the required information.

There are two ways to schedule a temporary patient appointment.

From the Home tab:

1. On the Home tab, select New Temporary Patient.
2. In the Temporary Patient appointment window, enter appropriate information.
3. Select OK.

From the schedule:

1. Right-click on the schedule.
2. Select New Temporary Patient on the menu.
3. In the Temporary Patient appointment window, enter appropriate information.
4. Select OK.