Quick Reference — To create a Return to office (RTO) appointment tickler in the A/P section of the exam

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1. In the Exam stage of the patient encounter, click A/P in the navigation bar.
2. Scroll down to the Follow Up section and click .
   Additional fields appear.
3. When — Select a time for the follow-up appointment, or accept the default value, today/ASAP.
4. Provider — Select the desired provider for the follow-up appointment.
5. Appointment — Select the type of follow-up appointment.
6. Department — Select the department for the follow-up appointment.
7. Alarm — If you want to set a reminder alarm for scheduling the follow-up appointment, select a time frame for scheduling the appointment. If an alarm is set, a Return to Office document (RTO document) is created along with the appointment tickler.
   Note: RTO documents are created in a SUBMITTED status and assigned to no one. If the number of alarm days elapses, RTO documents are moved to FOLLOW UP status and assigned to a provider.
8. Note — Add a scheduling note about the follow-up appointment.
9. Click outside the area to save.

You can see the total number of existing appointment ticklers next to .