Appointment Reminders: Create an Appointment

To create an appointment reminder for a client we need to first identify if the client is already a member of the app and if they are not, we’ll add their information. 

Navigate to the Appointments section of the dashboard.

menu > dashboard > manage > appointments

Click “create” and search for your patient by name or phone number. 

If the client is already a member of the app, click the checkbox next to their name and click “select”. Fill in the provider information, appointment date and time, choose the corresponding timezone, and location. Click “create”. 

If you do not find your client in the list through a name or phone number search click “create”. Fill in their first name, last name, phone number (email address is optional), and stream. NOTE: CaredFor will assign your stream ahead of time. Click “create”. Fill in the provider information, appointment date and time, choose the corresponding timezone, and location. Click “create”. 


Click here to learn more about editing or canceling an appointment.

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