Book an appointment
Schedule a visit in under a minute and keep the whole team in sync.
The client and patient should already be in OpenVPM.
1. Open the schedule
Go to Schedule from the main navigation. Click any open time or choose New Appointment in the top right.
2. Add the visit details
Choose the clinic location and search for the patient. Select the appointment type, doctor, room, date, start time, and duration. Add notes when the team needs context before arrival.
For a repeating visit, turn on Repeat appointment and choose the frequency and number of occurrences. A patient is required for recurring appointments.
3. Save the appointment
Choose Save. The visit appears on the schedule with a Scheduled status. Open it later to confirm, check in, start the exam, edit, mark as a no-show, or cancel.
4. Record client confirmation
After contacting the client, open the appointment and choose Confirm. Select Phone or Email, then choose Record confirmation. This records how the client agreed to the appointment; it does not send a message.
The appointment status path is Scheduled → Confirmed → Checked In → In Exam → Checked Out. No Show and Cancelled are alternate end states.
Common questions
Can I book without choosing a doctor?
Yes when the clinic workflow allows any available provider. Assign the doctor later before the visit begins.
Can I create a repeating appointment?
Yes. Turn on Repeat appointment, then choose weekly, monthly, or annual recurrence and the number of occurrences.