To create a new appointment in Stride:
- Double-click on an open time slot
- You will be greeted with Appointment details where you can look up the existing patient by typing their name (in yellow below), OR create a new patient
- The date, time, location, and clinician will be populated on the appointment will be populated from where you double clicked on the schedule, as well as your organizations pre-set appointment length
- Click Save to add to create the appointment
Look Up Patient:
Create New Patient:
Watch how here:
Scheduling follow up appointments:
Save time by scheduling out a patient utilizing the copy and paste feature. The Copy feature is found in the top Right of the Appointment Details box, and circled below in green:
Schedule the first follow-up visit as described above. Click the Copy icon .
Next, click on the open time slot where you would like the next appointment and utilize Ctrl+V (PC) or Command+V (Mac) to paste the follow up appointment easily onto your schedule. You can paste as many times as necessary off a single click of the Copy button.
Watch how here:
Next (Stride Billing clients): 8. Setting Up A Fee Schedule In Stride (Stride Billing Clients Only)
Next (Clients Without Stride Billing): 9. Setting Up Payer Rules In Stride