Scheduling a New Patient

This article shows how to quickly schedule a new patient directly from the calendar. The goal is to keep scheduling fast and simple so your team can stay focused on patient flow instead of data entry.

Schedule a new patient from the calendar

1. Go to the Schedule (calendar view).
2. Find an open time slot.
3. Double-click on the white space where you want to schedule the visit.

This opens a scheduling panel where you can enter patient details.

Add the patient information

1. Start typing the patient’s name.
   • If a similar patient exists, it will appear in search.
   • If not, continue creating a new patient.
2. Enter the required information:
   • Date of birth
3. Optional fields include:
   • Gender
   • Phone number
   • Email address

Set the visit details

To complete the appointment, you’ll need to define:

• Location (if applicable)
• Provider
• Visit type (for example: new patient, rash, infection)

You can also set additional context like payment type or visit priority if needed.

Finalize the appointment

1. Click Schedule.
2. The appointment will appear on the calendar.
3. Click the appointment to review or edit details.

Why this workflow matters

• No need to leave the calendar to create a patient
• Reduces back-and-forth between systems
• Keeps front desk and MA workflows fast and uninterrupted

Scheduling should take seconds, not minutes. This flow is designed to keep your day moving without slowing down patient throughput.

Thanks for using subQdocs to simplify scheduling. If you have questions or want to tailor this workflow to your Practice, reach out anytime.