The Record Appointments button allows users to finalize and closes out the appointment as completed (removes red bar on Scheduler) as well as creates a billing charge that can be submitted to insurance.

1. Click  Scheduler | Record AppointmentsA list of all prior appointments will appear in the following screen.

• Any appointments with all required information will appear in black and will be checked to be recorded
• Appointments in red are missing required information and cannot be recorded until completed

2. Click Record Selected Appointments

NOTE: The following information is required to record an appointment and create a charge for submission:

• The patient must have an assigned diagnosis with the billing order specified
• The appointment must have a primary CPT code selected
• The patient must have full demographics information completed