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The Appointments module schedules and tracks resident medical and therapy visits linked to your facility roster.

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Create an appointment

1

Open Appointments

Go to Resident care → Appointments.
2

Add appointment

Select the resident, appointment type (primary care, dental, mental health, therapy, and more), provider, location, date and time, and notes.
3

Save

The appointment appears in the list and on the Centralized calendar.
Filter by appointment type, upcoming vs. past, or search by resident name or provider. Use exports when you need a paper trail for surveys or care coordination.

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Exports

Export filtered results to CSV or PDF, or print a single appointment detail sheet for the resident file.

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Staff access

Staff can view and manage appointments when the Appointments page is enabled in the permission matrix. Managers and Administrators typically have full access.