> For the complete documentation index, see [llms.txt](https://dentaltap.gitbook.io/dentaltap/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://dentaltap.gitbook.io/dentaltap/scheduling/scheduling.md).

# Appointments

This short tutorial walks through a **complete patient visit** in Dentaltap, from scheduling to payment. It is written for front desk staff, nurses, and doctors.

**Configuration**

1. Rooms & branches: \
   [Settings -> Branches](https://app.dentaltap.com/en/p/settings/clinic/rooms)
2. Doctors: \
   [Settings -> Users/Profiles](https://app.dentaltap.com/en/p/settings/users/profiles)
3. Doctors availability:\
   [Settings -> Users/Timetables](https://app.dentaltap.com/en/p/settings/users/timetables)
4. Appointment reasons/groups: \
   [Settings -> Glossary -> Appointments](https://app.dentaltap.com/en/p/settings/templates/dictionary?id=appointments)
5. Notifications: \
   [Settings -> Notifications](https://app.dentaltap.com/en/p/settings/clinic/notifications)
6. Clinic Portal/Online Booking:\
   [Settings -> Portal](https://app.dentaltap.com/en/p/settings/clinic/portal)

### Schedule an Appointment

Click on the empty [Calendar](https://app.dentaltap.com/en/p/calendar) cell to start with the new appointment. In the opened window, fill out the required details:

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FeZ6hhBDIGhHjmCilvhIX%2FCalendar%20-%20Dentaltap%202025-12-20%2017-40-14.gif?alt=media&amp;token=d3f744cc-1000-4607-85ff-ad477a5c18df" alt=""><figcaption></figcaption></figure>

Required fields:

* Date & Time - prefilled automatically
* Doctor Name
* Patient Name - search by name, phone number, MRN

Additional details:

* Appointment Group - you can configure appointment groups here:\
  [Settings -> Glossary -> Appointments](https://app.dentaltap.com/en/p/settings/templates/dictionary?id=appointments)
* Appointment Note - any text

### Assign Multiple Doctors/Users

You can assign multiple doctors/users with the patient appointment in the details form. To assign more users with the appointment, use the **Others** field in the creation form:

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2F1cvJ1iPu8fjf6ssEO4JM%2Fimage.png?alt=media&amp;token=ca7d4a0b-d96d-433d-9852-b8e2ec1c895c" alt=""><figcaption></figcaption></figure>

#### Calendar Notes

You can add a calendar note without appointment - to add some reminder, or lock specific time slot that should not be booked.

To create a note, switch from **Patient** to **Note** tab when creating a new record

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FMwcxHDJZkSsweB9eqOpm%2Fimage.png?alt=media&amp;token=ff329ebd-9bf0-4d92-b854-4e36f6d657e1" alt=""><figcaption></figcaption></figure>

### Patient Arrival or Cancellation

You can control the appointment status from sidebar by clicking on the appointment details, or double click view a full appointment information.

<figure><img src="https://774973970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MCSfaCbl5WBCUFhF8TR%2Fuploads%2FJPwL2BCOXLdnog1k1ozt%2FCalendar%20-%20Dentaltap%202025-12-20%2017-42-19.gif?alt=media&amp;token=a67b6340-8161-4ce6-aaf1-ed0daefb0bde" alt=""><figcaption></figcaption></figure>

#### Confirmed/Check-in

Change the status to confirmed, and later to check-in once patient arrives into clinic.

You can track additional time for arrived patients:

* Arrival Time
* Treatment Start Time
* Treatment End Time

#### Noshow/Cancelled

Use the noshow/cancelled status for patients who didn't arrive, or appointment was cancelled