Manage Appointments - Watch Video
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Purpose of this Video
This video guides clinic administrators and scheduling staff through managing appointments in Canvas EHR. It shows how to create and modify appointment templates, assign visit types, set durations, and ensure consistent scheduling across providers. The goal is to improve efficiency, reduce errors, and simplify daily calendar management.
What You’ll Learn
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How to access the appointment management feature in Canvas
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Creating new appointments and templates for common visit types
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Editing appointment details such as duration, provider, and labels
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Assigning templates to provider calendars for recurring use
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Tips for keeping appointment schedules consistent and up to date
Key Takeaways
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Using appointment templates standardizes scheduling and reduces confusion.
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Efficient appointment management minimizes manual work and errors.
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Keeping templates and calendars updated ensures smooth daily operations.
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Staff can quickly book and adjust appointments while maintaining consistency across the practice.