> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://kb.linkhms.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Creating a New Visit

## Steps to Create a New Visit

#### Access the Schedule Tab:

* Navigate to the [Schedule](https://app.linkhms.com/schedule) tab from the main dashboard. You will see a list of doctors and their availability represented in a time grid.

[![](https://storage.crisp.chat/users/helpdesk/website/-/c/8/a/e/c8aec63e3fc26800/7c161251-6166-410d-ac96-3c0fd4_1xagg1d.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420498491/e741c8ca013344b9a773fbdbd736/Frame+1489.png?expires=1746030600&signature=4f1550cf63f71205557f10e746cd3c4117017ef96b8bf47f93fcc056ba347b14&req=dSQlFs13lYVWWPMW1HO4zSBoIaP6bhHYUkmKDej4iJTGCmAyIBZlIvQ8wj%2Fz%0AogFp93EvYw2XCInFufk%3D%0A)

* Choose the **Department** that you want to work with.

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/4/3/2/1432993942a96d00/17ffcbec-0079-4089-b9b6-24b500_1gpp5pi.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420498628/77fdcc1d5d975845aca15b121149/Frame+1490.png?expires=1746030600&signature=5a9321baffebbb9a79d947d81034555f9a4b1b2a599f297fb03ea0fb768d668f&req=dSQlFs13lYddUfMW1HO4zczOA7eVZpAIb6MBsCtVxXU4%2BGykqMBXslE5EQ6n%0AuKyfYItZxmGuUXd6%2FLQ%3D%0A)

#### Click on New Visit:

* In the top-right corner of the Schedule tab, click the + **New Visit** button to start creating a new visit.

[![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/8/4/4c84f41ae0f89c00/320d02ef-4945-47d0-9b3c-db6d1b_ha6rxl.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420498777/7cde04862573b1e341bb490fe801/Frame+1491.png?expires=1746030600&signature=937034e673e9825f938550bbe2192f88d4eba6336df477468e8e275e7a25cf16&req=dSQlFs13lYZYXvMW1HO4zVRvfrxKUi%2FxeKn55p67VVnKOWguuJ1FSs%2F9DhmZ%0AZd2Bt8ONpgK%2BUlj1vNc%3D%0A)

#### Fill in Patient Information:

* In the **New Visit** form, start by entering the patient's name. You can either search for an existing patient or add a new one by clicking on **Add New Patient**.

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/c/e/1/bce13c8c106dd800/b056b1fa-fa8d-4dd7-9a81-236fb2_f2ya4a.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420499203/98061c2bd84c3bc62ffba3572bc2/Frame+1493.png?expires=1746030600&signature=0964159474bf5074b9ee6bb90df05fd0b2041be32554dfbdc221c898669fc445&req=dSQlFs13lINfWvMW1HO4zaG6Jdrs2OSc98xjSmLtxh4TJj6IJtdGElg9BDoY%0A5ZYZALIE32iC5ePpATg%3D%0A)

#### Add Emergency Contact Information:

* Input the patient's emergency contact details, including the contact name, relation, and phone number.

[![](https://storage.crisp.chat/users/helpdesk/website/-/b/5/b/b/b5bb64df147ef00/3cd37733-b8d0-4d1d-938e-634d00_6ll8qu.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420499547/0578948cdc5dd0e7d97d1523c3e5/Schedule+%28New+Appointment%29+4.png?expires=1746030600&signature=9318c10fe9e6d88ea87506b5dd7305d21fe0b3e3faf7216f72dd83994da62ddc&req=dSQlFs13lIRbXvMW1HO4zdb0knzLvGEmbe4%2BEfk5Q2PU9UJ0CGKm%2Bws1XyK6%0AdzxZ%2BH50h79%2FQMjv%2Fxc%3D%0A)

#### Complete VIsit Information:

* Select the doctor from the dropdown list.
* Choose the appropriate date for the visit.
* Select the service from the available options, which automatically pulls the available timeslots.
* Based on the service type, select the timeslot that best fits the patient’s need.

[![](https://storage.crisp.chat/users/helpdesk/website/-/f/d/0/8/fd080b27cf1a6000/c688a910-1afc-4d19-978d-7cc7df_18gilp0.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420499835/6dff5351e8346ea0d5d53bb34fdd/Frame+1494.png?expires=1746030600&signature=9cf4b16fc667534b0bbcb0468b481ba4b86f9206dc301250d40daed8be51acea&req=dSQlFs13lIlcXPMW1HO4zUn2xFcpTzbVArV1bcV8iVfkqMwY%2FMrH6LdW3yPs%0Acy7rn7zvjuxHdaVYm5w%3D%0A)

#### Duration of Appointment:

* The duration of the appointment is determined by the time assigned to the service during its creation in the 'Visit' tab. This means that if the service includes a 15-minute consultation, the available time slots will reflect that duration.

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/5/1/e/151e4a0d696cc200/ebf09978-5140-493c-a732-ff2d16_37zcgn.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420499995/f49d443f5da6020cf20510afbc42/Frame+1495.png?expires=1746030600&signature=dd71b557611827d7e936529c7c6d3c961cd0a55b73d19cd602ca0e3efd7317ef&req=dSQlFs13lIhWXPMW1HO4zdx0D9SYKFYHT1pvJzchmWbTmY%2BAdoFKJCQz6kuP%0AU9gvd%2F4zJo2hCzhbw4w%3D%0A)

#### Review and Create:

* Review all the information entered, and when ready, click the **Create** button to finalize the visit.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1420500151/f1c4901c3cd29364cc5e5c6f7fe0/Frame+1496.png?expires=1746030600&signature=d6718e768010b6160aeb0ad26bedce8c40399200c34977b1bc6cffa01fe490b6&req=dSQlFsx%2BnYBaWPMW1HO4zbRAEwleXlS2TVFai5nVBZ99REs8XG1vUuXavybZ%0ANIfbK3Qx6QgzxlQUEBw%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1420500151/f1c4901c3cd29364cc5e5c6f7fe0/Frame+1496.png?expires=1746030600&signature=d6718e768010b6160aeb0ad26bedce8c40399200c34977b1bc6cffa01fe490b6&req=dSQlFsx%2BnYBaWPMW1HO4zbRAEwleXlS2TVFai5nVBZ99REs8XG1vUuXavybZ%0ANIfbK3Qx6QgzxlQUEBw%3D%0A)

#### Visit Confirmation:

* After creating the visit, it will appear in the schedule with details of the patient, the time, and the status (e.g., confirmed, waiting).

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1420498978/20478d6c71aaf25915bd7c0cb2fe/Frame+1492.png?expires=1746030600&signature=37ab08af5e84e4efecb5eeea90ba4c385acaa6a6c5d4f5af8fe38a0282bd867d&req=dSQlFs13lYhYUfMW1HO4zQG%2Fdq6YJ99jhQDHTr76fLFZUQB%2FkNEWheWx7x8l%0AkILoz6bVW3kmslOW4xs%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1420498978/20478d6c71aaf25915bd7c0cb2fe/Frame+1492.png?expires=1746030600&signature=37ab08af5e84e4efecb5eeea90ba4c385acaa6a6c5d4f5af8fe38a0282bd867d&req=dSQlFs13lYhYUfMW1HO4zQG%2Fdq6YJ99jhQDHTr76fLFZUQB%2FkNEWheWx7x8l%0AkILoz6bVW3kmslOW4xs%3D%0A)

#### 💡Notes:

* Ensure that you select a timeslot and service that corresponds to the patient's needs.
* Visit statuses will automatically be updated based on patient confirmation and appointment progress.