When scheduling an appointment, the staff may review the patient's demographic and insurance information, and may edit the information without traversing additional menus or windows. Note that the account balance is also displayed to encourage collections. If the patient is due for preventative care, this is also indicated to encourage the staff to schedule a visit of appropriate length. Also note that the time and duration of the visit can be adjusted from this window without returning to the appointment book.

This window also allows the staff to indicate a period of time should not be available for appointments ("do not book or DNB") or is to be used for meetings or non-patient related appointments ("other"). If this appointment is for a patient new to the practice, the system will obtain the demographic information and "hold" the information until such time as the patient presents for the appointment.