> ## 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 Visits for Doctors

#### Access the Schedule Tab:

* Navigate to the [Schedule](https://app.linkhms.com/schedule) tab from the LinkHMS main menu.

[![](https://storage.crisp.chat/users/helpdesk/website/-/2/3/8/c/238c864487d88000/bf0c2efd-8a6c-417e-955c-1ee472_1jvtbv5.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420563322/b38de1cad06b4976f40cb6f304ce/Frame+1489.png?expires=1746030600&signature=915ad30bd4682e93c29e4999fe436bdfb137a5161d20cea78a059bb7f5fd6ae2&req=dSQlFsx4noJdW%2FMW1HO4zQ9DqvCv6Rewnh%2FYEb2xr0S2%2F95x4uPmcfoIj8fp%0AlIyKl0mpYRXC2oL3dWE%3D%0A)

* The schedule displays the available doctors and their time slots for the day.

[![](https://storage.crisp.chat/users/helpdesk/website/-/5/4/7/5/5475d1ab1da4b800/c1ee6eab-0638-4fc5-b2e7-8c43f0_1mp92b9.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420703748/c564565b0f7a4a4c06889de1820b/Frame+1506.png?expires=1746030600&signature=2eb4d40ae9cb82f860474cb75c1077f8d308e49ee99082b758187a28d17043f4&req=dSQlFs5%2BnoZbUfMW1HO4zSVs3W5MnENsJ2%2B7LPLnkpe1sBS2SKHbI2F404l8%0AmpLpPxTAUkj5IdjrRws%3D%0A)

#### Select a Doctor:

* From the list of doctors on the left side of the schedule, click on the doctor's name for whom you want to create a visit (e.g., John Appleseed).

[![](https://storage.crisp.chat/users/helpdesk/website/-/1/f/c/e/1fce46cec2a80e00/2f49d6e7-2ea4-4782-b457-9b296a_1lpo9tk.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420703943/75e028e93619d3e258dbcb7c47fc/Frame+1507.png?expires=1746030600&signature=f15efe0e99cc3231d6799affc67c01c8b6446419dc9d602894712734bbef63fa&req=dSQlFs5%2BnohbWvMW1HO4zXMPR7h4RJgJcndc3tw2XfdYTDhpabHlu1gyOHDm%0AxwXqJP13xMVhNPcwnG0%3D%0A)

* This will bring up the doctor’s specific schedule for the selected time range.

#### Initiate New Visit:

* Click on any available time slot (indicated by the blank or unbooked cells) in the doctor's schedule.

* A **New Visit** button will appear. Click it to open the visit creation window.

[![](https://storage.crisp.chat/users/helpdesk/website/-/8/2/4/7/8247e3fbf5705800/2e89632a-293c-4267-822b-19c47b_jflmwe.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420704057/e5ba7862b5a641e15a6c8cc447be/Frame+1508.png?expires=1746030600&signature=a2012a2acb3b796c1109440cf915e1e2aa6b4214e95695b5b0c3edaa89a0275e&req=dSQlFs5%2BmYFaXvMW1HO4zSXBc5c7rEgCVGYNGn4zYnhsDXv9ojtg9skR92Ca%0AB%2B%2BBuPFEF7vECIxEOv4%3D%0A)

#### Fill in Patient Information:

* In the **New Visit** form, fill in all the required patient details:

[![](https://storage.crisp.chat/users/helpdesk/website/-/f/2/b/8/f2b886897a44280/5f3801e0-806d-4f9a-bd73-c577e8_fu203l.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420704194/c6c4a16c673ec38fb017c2d5b237/Schedule+%28New+Appointment%293+1.png?expires=1746030600&signature=959e28ae07b23aec5a4745c9f88369e53c492d6ad0cff3c5c5f26dc7e5124309&req=dSQlFs5%2BmYBWXfMW1HO4zYQs8PZ8qzHKk64v3S2c7%2BScFiCmoPV1FpAjteQo%0AXixeqBeWG%2BwCzOyfdMI%3D%0A)

* First Name, Last Name, and ID.
* Contact details such as Phone Number and Emergency Contact (if necessary).

[![](https://storage.crisp.chat/users/helpdesk/website/-/a/b/5/6/ab561ec31909f800/b8eae496-c87a-4e68-bbd9-7f9da2_1yuuc7i.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1241709421/4c3f908f22fda4d88c5691299aeb/Schedule+%28New+Appointment%2923.png?expires=1746030600&signature=6b9af2874fff1d80417b685928c7ae049877b9830b7c812230adf7fc72e20174&req=dSIjF85%2BlIVdWPMW1HO4zUTli%2Fz63rj1kvKqK%2Fw2ppHSihgPAGECX3YpAkGn%0AMPjHg7k6cytpC2WbDgM%3D%0A)

* Insurance information, gender, and birthday.

#### Visit Details:

* Select the doctor (the selected doctor will already be pre-filled).

[![](https://storage.crisp.chat/users/helpdesk/website/-/8/e/3/b/8e3b409c9e2be000/e70a7fc8-3ef9-4ad9-9292-f07714_1kfg7vj.png)](https://downloads.intercomcdn.com/i/o/awor49vy/1420704561/7f30c7825920c42d562123fea03c/Frame+1502.png?expires=1746030600&signature=a6d23f842b5706ee8643e50fc32775551a727d293e23017297f6e5fd26de7abe&req=dSQlFs5%2BmYRZWPMW1HO4zbom86Tz1WZD%2BhyvgYGI1uLqmIrf%2FGlCLwHBpHTL%0A5K9kHL7iE4w%2F4H1M%2B9A%3D%0A)

* Choose the appropriate service name from the dropdown list.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1420704665/ff8f8ca0e599f5ad1c600bffe80c/Frame+1503.png?expires=1746030600&signature=df8dbffb731fd47b57242d0d51d7a5949d470b6a0f9ac9435bb71eb65df46c11&req=dSQlFs5%2BmYdZXPMW1HO4zZsv%2Fs5MRrov9SNkf4rVB0z8BZwn31eA%2FmElh%2BTF%0Ap1NvSiepb7eSSQHc5XI%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1420704665/ff8f8ca0e599f5ad1c600bffe80c/Frame+1503.png?expires=1746030600&signature=df8dbffb731fd47b57242d0d51d7a5949d470b6a0f9ac9435bb71eb65df46c11&req=dSQlFs5%2BmYdZXPMW1HO4zZsv%2Fs5MRrov9SNkf4rVB0z8BZwn31eA%2FmElh%2BTF%0Ap1NvSiepb7eSSQHc5XI%3D%0A)

* Specify the visit type (e.g., routine check-up, consultation).

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1420704816/fb2a35dfefe58f1067a581be1f12/Frame+1504.png?expires=1746030600&signature=56d14aed4a5caf690aeb5c0fdc96ed41d2ea2fb6d44ab632e50ad849f4b18e10&req=dSQlFs5%2BmYleX%2FMW1HO4zVHsl56O7ggZyudg%2B6jnVHkRaogJSI6ODNvcUAjZ%0Auz4%2F77gn65bIkTqU2Ko%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1420704816/fb2a35dfefe58f1067a581be1f12/Frame+1504.png?expires=1746030600&signature=56d14aed4a5caf690aeb5c0fdc96ed41d2ea2fb6d44ab632e50ad849f4b18e10&req=dSQlFs5%2BmYleX%2FMW1HO4zVHsl56O7ggZyudg%2B6jnVHkRaogJSI6ODNvcUAjZ%0Auz4%2F77gn65bIkTqU2Ko%3D%0A)

* Add a reason or purpose for the visit.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1420704965/556f221a7b67f9cb0da757bf7955/Frame+1505.png?expires=1746030600&signature=cc76bb8e35028c0e0680ce02bdacfacd4e881d6ce9496f2eafb66571aaa9f45a&req=dSQlFs5%2BmYhZXPMW1HO4zSDLo44qaA8CLiWKMXgJNa6OXIJVDQVO8i4ywJAc%0AzFh8WdG2cp63jsQy9kw%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1420704965/556f221a7b67f9cb0da757bf7955/Frame+1505.png?expires=1746030600&signature=cc76bb8e35028c0e0680ce02bdacfacd4e881d6ce9496f2eafb66571aaa9f45a&req=dSQlFs5%2BmYhZXPMW1HO4zSDLo44qaA8CLiWKMXgJNa6OXIJVDQVO8i4ywJAc%0AzFh8WdG2cp63jsQy9kw%3D%0A)

#### Create Visit:

* Once all the details are filled out, click on **Create** to save the visit.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1420705266/d425057de87948623aa341b7668d/Frame+1496.png?expires=1746030600&signature=763a00986e0f923e55a2ba6f1e556e243ed62d26d6f0f16a0c0b7fd66376ee52&req=dSQlFs5%2BmINZX%2FMW1HO4zfYdYldijvO6HoG2M%2FrvLUskhh8bO8ugvKk0YVRN%0AGEtstxkw7jXESQvNk7g%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1420705266/d425057de87948623aa341b7668d/Frame+1496.png?expires=1746030600&signature=763a00986e0f923e55a2ba6f1e556e243ed62d26d6f0f16a0c0b7fd66376ee52&req=dSQlFs5%2BmINZX%2FMW1HO4zfYdYldijvO6HoG2M%2FrvLUskhh8bO8ugvKk0YVRN%0AGEtstxkw7jXESQvNk7g%3D%0A)

* The visit will now appear in the doctor's schedule at the designated time slot.

#### View Visit:

* After creating the visit, it will be displayed in the selected doctor's schedule with the patient's details.

[![](https://downloads.intercomcdn.com/i/o/awor49vy/1420564965/2a68ca2c05d157cd13d7423b0bdf/Frame+1492.png?expires=1746030600&signature=925570a278f0bd2e80e977ed1d0266129c2b2180614c54253ff04930debc1e27&req=dSQlFsx4mYhZXPMW1HO4zXLpAkFqW2QLNJveUs8ksg9VHcvna52z%2FIMMZ0Kl%0ARfBJg9rYcI%2BnQANBMbk%3D%0A)](https://downloads.intercomcdn.com/i/o/awor49vy/1420564965/2a68ca2c05d157cd13d7423b0bdf/Frame+1492.png?expires=1746030600&signature=925570a278f0bd2e80e977ed1d0266129c2b2180614c54253ff04930debc1e27&req=dSQlFsx4mYhZXPMW1HO4zXLpAkFqW2QLNJveUs8ksg9VHcvna52z%2FIMMZ0Kl%0ARfBJg9rYcI%2BnQANBMbk%3D%0A)

#### 💡Notes:

* The duration of the visit is predefined and depends on the time set for each service in the [Administration](https://app.linkhms.com/administration/services) tab during service creation. Ensure the time slot and duration match the service requirement.
* You can modify or cancel visits through the schedule view if necessary.