Record an appointment for health service needs

Process: Record a health profile

Follow these steps to record an appointment for a health service.

  1. On the Health Profile screen, click the Appointments tab. The Health Service Needs screen appears.

  2. To enter an appointment for a service need for the person, click Add Appointment. The Appointment Details screen appears.

  3. In the Health Service Identified Date field, enter the date when the service need was identified.  

  4. Select the Category and the Type of the service need.

  5. Under Appointment Details, enter details for the appointment.

  6. To link this appointment to a specific health service, click the Complete Health Service link. In the Health Services screen , select the service and click Save. You are returned to the Appointment Details screen.  

  7. Click Save.    

  8. Click Next Task> below to continue.