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Creating Appointments

Learn how to create and manage appointments in Arya EHR.

Updated over 9 months ago

Creating Appointments

To create an appointment in Arya, navigate to the Schedule page on the top navigation bar. If it is your first time visiting the page, you will notice a dropdown that is set to “All Users”. This dropdown allows you to view the schedule for individual users at your clinic or all users at your clinic.

To create your appointment, click on the Add Appointment button. Enter the patient name, what physician will be seeing the patient, the type of appointment, the date and times, and the reason for the visit. You can indicate the status of the appointment and input a room number if needed.

When you have inputted everything needed for the appointment, you can select Save. The appointment will then be visible on the schedule, and will be listed in the patient's appointment history in their profile.

Appointment Reminders

Appointment reminders are dependent on the reminder alert and delivery method set in Appointment Settings in the Schedule Engine. You can select if they receive a reminder through SMS, email, or both. If a patient doesn’t have one or the other, they will receive what they have on file (email and/or SMS).

Furthermore, the reminder will be sent out according to their scheduled time, whether that is instantly, 24 hours, or so on. These reminders will give the patient the opportunity to confirm their appointment, or to decline it. 

Patient Confirmation & Appointment Status

You can see information about an upcoming appointment on the Day view of the Schedule. In addition to the details you provided about an appointment, there are two additional appointment fields: Patient Confirmation and Status. Patient Confirmation is automatically set to Unconfirmed and is updated to Confirmed or Rejected depending on whether the patient confirms or declines their appointment when they receive the email reminder. This status can also be changed manually in the event a patient has not provided their email address for reminders.

Status is designed to be updated on the day of the appointment, and shows whether a patient has yet to start their appointment, has arrived for their appointment, or has finished their appointment.

Editing and Deleting Appointments

Want to edit or delete an appointment? Simply click on the appointment you want to edit in the Week or Month view of the Schedule. This will open the Edit Appointment dialog, from which you can change appointment details or delete the appointment.

How to view your list of appointments in day or week view

Now, if you want to learn more about the viewing options of your list of appointments in day or week view, learn more by clicking this button.

Appointment History Viewing

Arya users now have access to view the complete appointment history for any scheduled appointment. This feature provides valuable insights, including the initial creator of the appointment and any subsequent edits made. Here's what the appointment history logs:

  • Appointment Type

  • Appointment Date

  • Start and End Times

  • Status

  • Reason for Visit

  • Room

    When editing an appointment, the Appointment History will display the user who made the changes, accompanied by a timestamp. For instance, if I decide to change the consultation to a phone visit and reschedule it for the following day, I can edit the appointment and now the Appointment History will reflect these changes.

    This feature enables users to easily track modifications made to appointments (and by who), providing a clear record of all adjustments for reference and transparency.

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