The core of getting value from Be:Seen is booking your patients through it. Here's how the front desk creates an appointment.
- Open Appointments from the left menu to see your calendar (Day, Week, or Month view).
- Click the time slot you want, or use New Appointment.
- Assign the appointment to a specific provider, or to the practice.
- Add the patient. Search for an existing patient by name or email, or add a new one with their name, email, phone, date of birth, and gender.
- Choose the location: one of your office locations, or telemedicine.
- Add the service(s) you're providing. Price and duration fill in from your service setup.
- Set the status (for a confirmed booking, use Booked).
- Save. The patient receives a confirmation email and the appointment appears on your calendar.
Tips
- Be:Seen checks the provider's availability and time off. If a slot won't save, confirm the provider is available then (see Set your availability and time off).
- Your services need to be set up before you can add them here (see Set up your services and pricing).
- Payment is handled automatically ahead of the visit. A dedicated payment and cancellation article is coming.
