Summary

• Page properties (1 modified, 0 added, 0 removed)

Details

Page properties

Content

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1		-* All the new appointments booked using either the **"New Appointment"** section on the top right or the **"Appointment"** section on the left are listed in the **"Referrals"** section on the top left where the call center agent can select any custom date to check referrals.
	1	+* When the call center agent clicks the **"Referrals" **section on the top left, they will first select a custom date to check the referrals for.
	2	+* If the agent wants to check referrals for the last 7 days, they can click the calendar box (as shown below) and will be redirected to the appropriate page.
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3	3	[[(((
4	4	Custom dates for Referrals
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5	5	)))>>image:Custom dates.JPG||alt="Custom dates" height="426" width="1000"]]
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8		-* If the agent wants to check referrals for the last 7 days, they can click the calendar box (as shown below) and will be redirected to the appropriate page.
	9	+* On the left side, the practice can see the referral ID. Next to it, there is the patient's name, Date of Birth, email address, telephone number, and mobile number. There is also a "Create Appointment" button to schedule the patient's appointment.
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10	10	[[Referrals for next 7 days>>image:Referrals for last 7 days.JPG||height="459" width="1000"]]
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13		-* On the left side, the practice can see the referral ID. Next to it, there is the patient's name, Date of Birth, email address, telephone number, and mobile number. There is also a "Create Appointment" button to schedule the patient's appointment.
	14	+* When the agent clicks the "Create Appointment" button next to a patient's name, a new screen will appear. This screen can also be accessed via the "**Appointments**" button at the top left.
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15	15	[[Referrals for last 7 days>>image:Referrals for last 7 days.JPG||height="459" width="1000"]]
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18		-* When the agent clicks the "Create Appointment" button next to a patient's name, a new screen will appear. This screen can also be accessed via the "**Appointments**" button at the top left.
19	19	* The patient's details will be auto-filled in this section. The patient only needs to fill in their city, state, email address, and phone number.
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21	21	[[Appointment Screen>>image:Create Appointment screen.JPG||height="484" width="1000"]]