Simplified Practice

There are two ways to create a Reason For Visit. You may click on the gear icon on the top menu, then select Reasons For Visit. Then click + New.

Or while creating a New Appointment, when you get to the Reason For Visit field, start typing the name and click the save button.

The Name, Color, and Duration fields are required.

• Name - Name that will display on the appointment.
• Color - Color of the appointment in the calendar. You can enter a hex value or click on the square to bring up the color picker.
• Duration - Duration of the Reason for Visit.
• Before buffer - If the before buffer is set it will block that much time before the appointment.
• After buffer - If the after buffer is set it will block that much time after the appointment.
• Default Appointment Location - If the Reason for Visit will default to In-Person, Video, or Call.
• Initial Visit (Checkbox) - Will this Reason for Visit will count as an Initial Visit. Used for reports.

Once the fields have been filled you can click the Save button.

Create Appointment