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NeoEHR user guide
Pages
Front Desk personnel
Link to page
Found in two locations: the top-right corner and in the center when there are no appointments listed.
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Click “Create appointment +” to schedule a new appointment for a registered patient.
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This interface allows you to schedule a new appointment for an existing patient by selecting a clinic, appointment type, date, and time.
Find Patient
Use the search bar at the top to find the patient by name or ID.
Ensure the patient is already registered in the system. If not, go back to add
a new patient.
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Select Clinic
Click the “Clinic” field to choose the appropriate clinic where the appointment will take place.
Use the search bar at the top to quickly find the clinic by name (e.g., “Dental”, “Glaucoma”).
Choose Appointment Type
Click on “Appointment type” under the Title field.
Select the relevant type (e.g., Walk-In, Referral, Consultation, Follow-up, Lab Test).
Set Appointment Time
Use the calendar to select the date.
Click the clock icon to adjust the time if needed.
The selected date and time will appear just above the calendar.
After entering all required details:
Click “Save & close” to save the appointment.
Or click “Create invoice” to directly generate a billing invoice alongside the appointment (if applicable).
Notes: Ensure all fields (Patient, Clinic, Appointment Type, and Time) are completed before saving.
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Access More Options
Click the Burger menu (⋮) at the far right of a patient's row.
A menu will appear with the following actions: Create appointment, Create invoice, View patient profile, View Next of Kin, Add demographic info, and Scan paper records
You can access those functions through those options.

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Visit the NeoEHR webpage
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Visit the NeoEHR webpage
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.