# Appointments

### Create Appointment

To create a new appointment, click on the empty calendar slot. In the opened window fill out the details and click on the <mark style="background-color:green;">Create Appointment</mark> button to confirm.

![Dentaltap - Appointment Create](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FPy2hIk0nAFcaO6P6tXG0%2Fimage.png?alt=media\&token=d89ac4da-cdc0-4dc0-8b59-8d30dae41ff2)

#### Required fields:

* Start/End/Duration - filled automatically by default, can be changed;
* Room - a calendar section (room name), filled automatically by default. can be changed;
* Provider - assigned provider (dentist);
* Patient - select a patient record, or create a new patient record.

#### Optional fields:

* Group - custom appointment type, or a reason for visit, or anything else. Can be configured with the color assignment. [Configure Groups](https://jam.dentaltap.com/en/p/settings/templates/dictionary?id=appointments);
* Note - any additional note can be added to the appointment, this note will be visible under the appointment details in the calendar window;
* Additional users - assistants, coordinators, nurses, or secondary providers can be added to the appointment;
* Room preparation - if you need extra time to prepare a room before, or after the appointment. This time is included in the total appointment duration.

### Update Appointment

Once you added an appointment, you can click on it to open the details. You can modify all the appointment fields listed in the section above[#create-appointment](#create-appointment "mention").

![Dentaltap - Appointment Details](https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2F3QbbrRmS3iwVSIPxebWn%2Fimage.png?alt=media\&token=65596a41-c893-46ac-90dc-c0c156256015)

#### Appointment Actions:

* Open Patient - a full patient profile will be opened in the same window;
* Set Status  - select appointment status. If you choose no-show or canceled status, the appointment will be removed from the calendar;
* More Actions <mark style="background-color:blue;">•••</mark>&#x20;
  * Reschedule - click on this button to move the appointment into another section/date/time slot;
  * Create Invoice - a quick way to issue a new invoice from the calendar, for example, if this patient was scheduled for a general procedure, like consultation, without tooth-specific procedures;
  * Delete - completely remove this appointment from the patient records.

#### Appointment Comments:

You can add any additional comments to the patient appointments, it could be some internal clinic notes, for example, a cancellation reason. To create/read comments switch from the **Details** to **Comments** tab.

### Delete Appointment

There are two ways to delete appointments:

* Delete only from the calendar - use the **Set Status** option, this way you can see the appointment as canceled in the patient records
* Delete completely - use **More Actions > Delete** to remove an appointment completely from patient records.