Scheduling creates an upcoming visit linked to a patient record. It appears in your Scheduled list so you can find it quickly when the appointment time comes, then start recording right from there.
Plan availability: Requires Patient Management, included on the Intensive plan or higher, or as an add-on on lower plans. See pricing and plans.
From the Scheduled page
- Go to Encounters -> Scheduled in the left sidebar.
- Click Schedule Encounter at the bottom of the page.
- Type the patient's name in the search box. If they are not listed yet, click Add New Patient and fill in their details.
- Select the patient, then click Schedule Encounter.
From the Patients page
- Go to Patients in the left sidebar.
- Find the patient and click Book Encounter on their row.
Either way, the visit appears under Encounters -> Scheduled and is linked to that patient. When the appointment time arrives, open the scheduled visit and click Start Recording.
Tips
- You do not need to set a time or date when scheduling — Scheduled simply holds upcoming visits until you are ready.
- Visits can also be created automatically by Autochart.ai Voice if you have it connected. They appear in Scheduled with the Source set to Autochart.ai Voice.
Troubleshooting
- Schedule Encounter or Book Encounter is missing: Turn on Patient Management in Settings -> Patient Management.
- Patient not found in search: Click Add New Patient in the scheduling dialog to add them without leaving the flow.