AGNES Connect can accept scheduled appointments. A scheduled appointment contains patient demographics, time of appointment, location, and the provider. Once the appointment is completed, AGNES deletes the patient demographics.

If the organization is integrated with an EMR, appointments will appear once scheduled in the EMR.

Administers may also manually add appointments.

View Schedule

Open Site Manager

To view or edit Appointments, the logged-in account must have the administrator role.

Right-click the AGNES Connect icon in the system tray and select Site Manager.

Select Schedule from the navigation bar

Click the "≡" icon in the top left of the home screenand select Schedule from the navigation bar. If the option is not available, ensure the logged-in user account has the administrator role.

Calendar View

On the Schedule screen is a calendar view of scheduled appointments.

To navigate through the calendar, use the buttons on the top left.

Back moves the calendar view back in time

Next advances the calendar view

Today brings the calendar view to today

To change the calendar view, use the buttons on the top right.

Month Show an overview of the month

Week Shows an overview of the week

Day Shows an overview of the day

Agenda List overview of monthly Appointments

Add an appointment

Add appointment data

Select time and date

To schedule an appointment, click on the time and date you wish to schedule the appointment to bring up the new appointment page.

Portal

Portal controls where the appointment is scheduled to happen. Click on the section to reveal a dropdown menu with the available portals for your organization. Select the desired portal.

Provider

The provider setting is optional and allows associating a provider with an appointment. It is used in some EMR integrations. Click on the section to reveal a dropdown list of providers configured in the organization. Select the desired provider, or leave this section blank.

Start Time

Start time indicates when an appointment will start. It defaults to the time initially selected on the calendar, but can be changed. Click the date to reveal calendar and time selection. Here, the appointment time and date can be selected.

Stop Time

Stop time indicates when an appointment will conclude. It defaults to thirty minutes after the time selected on the calendar, but can be changed. Click the date to reveal calendar and time selection. Here, the appointment stop time can be selected.

Patient Info

Patient information included in this section will automatically populate a session when starting an appointment from the schedule.

Patient ID

Enter Patient ID here

First Name

Enter Patient First Name here

Last Name

Enter Patient Last Name here

Date of Birth

Use the calendar date picker to enter the user’s birthdate. Click on birthdate to reveal the date picker.

Sex

Click on sex to reveal a dropdown menu to select sex

Save

Click Save to save the appointment.

Edit Appointment

Change appointment time or length

The appointment time and length can changed directly from the calendar overview.

Change appointment length

The length of the appointment can be expanded or shortened by dragging the edges of the appointment.

Change appointment time

The placement of the appointment can be dragged and dropped across dates and times. Drop the appointment into the desired location.

Edit Appointment Screen

To edit an existing appointment, right-click on the patient name displayed on the appointment from the calendar overview. Select Edit to bring up the edit appointment screen.

Join Appointment

Users may join an appointment from the schedule view or from the home screen.