Scheduling an appointment in Patient Studio just got a lot clearer. The new design keeps everything you need in one place, whether you’re booking a session for a patient or blocking time for your team.
Let’s walk through how it works.
If you already have an appointment on your calendar, jump to Viewing an Appointment guide.
Step 1. Choose the Appointment Type
When you click “New Appointment”, you’ll notice two tabs at the top:
Patient → for visits linked to a specific patient and case.
Internal → for things like staff meetings, lunch breaks, or blocked times.
By separating the two, you won’t mix patient appointments with internal events, keeping your calendar cleaner and more organized.
Step 2. Start with the Basics
Under the Patient tab, you’ll fill in the key details:
Patient name
Provider
Location
Date and time
Don’t worry, the form will adapt as you go. Some fields (like “Case” or “Appointment Type”) appear only after you’ve chosen a patient and provider, keeping things simple and focused.
Step 3. Connect the Case
You’ll notice that Patient and Case are now separate fields.
This change helps everyone to have a more clear vision and avoid confusion when patients have multiple cases open.
Step 4. Add Additional Details
From here, you can:
Attach an intake form (optional)
Add a reminder or send confirmation email to the patient
Leave a note for internal reference
Step 5. Review Patient Account Insights Before Saving
Once you’ve selected both Patient and Case, a new section appears at the bottom of the sidebar.
This is where you will find any patient account insights, and it’s designed to save you time and prevent issues before they happen.
Here, you’ll see alerts like:
Outstanding balance due
Unverified or missing insurance
Missing authorization or visit limit reached
✅ Tip: If a patient has any outstanding items in their account, you’ll see a yellow banner warning you right away. You should make sure that these items are resolve before saving the appointment.