How to Create or Edit Appointments in the Adit Scheduler

How to Create or Edit Appointments in the Adit Scheduler

Info
The new scheduler in Adit syncs with your EHR in real time. When you create or update an appointment in Adit, the changes are automatically written back to your EHR. Likewise, any updates made directly in your EHR will also reflect in Adit. 

How to Create an Appointment

  1. Navigate to the Home Page Schedule

  2. Click on Any Open Slot on the Schedule

    1. Double-click on any open slot in the scheduler to open up the pop up.

  1. Select or Add a Patient

    1. If creating an appointment for an existing patient, search for the patient’s name

    2. If creating an appointment for a new patient, select the blue patient icon 

      1. Now enter the following details:

        1. First & Last Name

        2. DOB

        3. Phone & Email

        4. Gender

        5. Marital Status

  1. Set Appointment Date & Time

    1. Select the appointment date

    2. Set the start and end time 

  1. Select Operatory & Provider

    1. Select the operatory and provider that will be associated with the appointment.

Select or Add a Patient

  1. Select Treatment Codes (Optional)

    1. To attach treatment codes to the appointment, click on Select Tx Code

    2. In the pop up you will see two tabs:

      1. Planned TX: Any treatments that are already on the patient’s treatment plan will appear here

      2. Unplanned TX: This is just a general list of treatment codes that are pulled from your EHR. These are not in the patient’s treatment plan yet.

    3. Search and select the codes you want to add

    4. Select Save


  1. Select Appointment Details

    1. Appointment Type 

      1. For Example: New Patient Exam, Braces Consult, etc.

    2. Appointment Status

      1. For Example: Scheduled, ASAP, Broken, etc.

    3. Confirmation Status

      1. For Example: Confirmed, Unconfirmed, etc.

8. Save and Create the Appointment

How to Edit an Existing Appointment

You can edit existing appointments directly from the Adit Scheduler home page, including those originally created in your EHR.

You can edit an appointment using any of the following actions:

  1. Move the appointment to another operatory by dragging it to another column

  2. Extend or shorten the appointment by dragging the edges of the appointment 

  3. Edit the appointment details by clicking on the appointment itself