Schedule a Next Visit

Book a follow-up appointment for a patient immediately after completing their current visit.

Prerequisites

• The current appointment must be transitioning to COMPLETED status
• Staff account with appointment create permission

Steps

1. When marking an appointment as COMPLETED, the system offers an option to schedule a next visit.
2. Select the option to schedule a follow-up.
3. The booking form is pre-populated with the same service and same patient.
4. Choose a new date from available dates.
5. Choose an available time slot.
6. Click Confirm to create the follow-up appointment.

Notes

• The next visit appointment is a new independent appointment — it is not linked to the completed one.
• All standard booking rules apply: slot availability, SmartScheduling assignment, email notification.
• You can skip next visit scheduling and simply complete the appointment without booking a follow-up.
• The SmartScheduling engine applies continuity of care rules, so the same staff member is preferred if available.
• Appointment completion is independent of session completion — completing an appointment does not automatically complete any linked session, and vice versa.