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What is an Appointment Type?

Concept

Overview

An Appointment Type categorizes the kind of visit being scheduled (for example, initial evaluation, follow-up, or group session). Types help staff filter calendars and apply consistent scheduling rules.

When is it used?

Use appointment types when:

  • Creating or editing an appointment
  • Reporting on visit mix
  • Applying clinic-specific scheduling policies

Exact type lists are configured by your clinic (TODO: document your clinic’s standard types).

Examples (fictional)

Appointment typeTypical use
Initial EvaluationFirst comprehensive visit
Follow-upOngoing care visit
Telehealth Follow-upRemote follow-up visit
Appointment type selector on the appointment form
  • Service
  • Availability
  • Place of Service
  • Encounter

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