Appointments & follow-ups

Book and manage an appointment

Check patient, clinician, location and time before saving.

Guide for clients · Rapivexa 1.0.4 · Reviewed 6 October 2026

Rapivexa appointments screen from a sample clinic
Actual local CRM screen using a sample clinic. Click to enlarge. Provider connection is not implied.

Step by step

  1. Open Front desk → Appointments. Review Past appointments · action needed at the top before checking the selected date and daily schedule.
  2. Use the available new appointment action and choose or enter the correct patient.
  3. Set the appointment date, time, clinician and location as available, then save.
  4. Reopen the appointment and confirm the saved details.
  5. Use the appointment edit, reschedule or cancellation controls when plans change; check the result in the schedule.

Keep in mind

CRM appointment times are separate from AlphaRapid expert setup meeting slots. Notifications require the relevant messaging provider and configuration; saving an appointment does not guarantee message delivery.

Menu names and available actions can vary by specialty, role and plan.

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