Learn how to manually book appointments for existing and custom patients 

Updated over 2 months ago

Materia+ enables you to easily create appointments manually for patients who lack portal access, cannot book appointments independently, or if you choose to schedule them during their visit, ensuring a seamless scheduling experience.

Book an appointment manually

To create an appointment manually, begin by navigating to Appointments and selecting Create New on the top right of the page.

Next, select both the date and time for the appointment, and whether it is an in-person, video, or telephone appointment. Then, attach a patient by selecting them from your existing patient list or creating a custom patient entry. Enter a patient's name, email, and phone number to create a custom entry.

After you have completed all the necessary information for the appointment, click on Set Appointment to finalize the process.

Note: By manually creating an appointment you can bypass the predefined break intervals between appointments, giving you added flexibility for scheduling. Additionally, providers are also able to book same-day appointments and after-hour appointments.

While it's recommended for patients to create their own accounts, providers can simplify the process by creating an unverified account for them through a manual appointment.

By creating a Custom Patient and booking them in, you initiate their Materia+ account using their email—sending them a booking confirmation. However, they must verify their email to fully access their account and benefits.

Please inform the patient that their first login password is the phone number you used when creating their account. They can then log in, complete their profile, and change their password.

Note: Manually creating appointments allows you to bypass the fixed break intervals, providing greater flexibility in your scheduling. It also enables providers to easily book same-day and after-hours appointments to better serve their patients.