Schedule | Medplum

Scheduling a Visit

The appointment scheduling system allows you to book patient visits, manage appointment types, and coordinate care across multiple providers and locations.

How to Schedule a Visit

  1. Navigate to Schedule
    • In the Medplum Provider app, navigate to the Schedule page by clicking the “ Schedule” section in the left navigation menu
  2. Select a Timeslot
    • In the Day or Week view, click and drag within the calendar grid to select a timeslot
      • In Month view, click the day without dragging to select a timeslot
      • If you’ve already created timeslots by setting availability, you can click these slots to schedule directly as well
  3. Add Visit Details
    • Verify the Start and End Times selected for the Visit
    • Select a Patient, Class, and Care Template for the Visit
  4. Confirm and Create
    • Review the Visit details and then click “Create Visit” to schedule the Visit
    • This Visit should now be visible on the Schedule as well as appear within the Patient’s list of Visits on their Profile Page.

Note: Visits may also be scheduled directly from the Visits section of a Patient Profile page by clicking “New…” from the action buttons at the top of the page.

Setting Provider Availability

Provider availability management ensures accurate scheduling and prevents double-booking while accommodating various work patterns, time off, and special scheduling needs.

How to Set Provider Availability

  1. Navigate to Schedule
    • In the Medplum Provider app, navigate to the Schedule page by clicking the “Schedule” section in the left navigation menu
  2. Select Availability Details
    • On the Schedule page, click the “Set Availability” button
    • In the modal, select the appropriate details to customize your availability
  3. Confirm Details
    • Review the availability details and then click “Submit” to set your availability

Note: a page refresh may be required to view availability slots on your calendar.