Overview of Scheduling Features and Settings

SigmaMD gives you flexible tools to manage your clinic’s schedule—whether you offer in-person visits, virtual appointments, or at-home care. This guide covers how to set up appointment types, manage clinician availability, and use the calendar to coordinate care smoothly.

This article will cover:

Appointment Settings

You can create and manage visit types in Practice Settings > Appointment Settings. This screen includes settings for:

Visit Types

Choose the available methods for events in your calendar: In-Clinic, Telehealth, Phone, or At-Home.

Appointment Statuses

By default, SigmaMD provides the following status:

  • Archived
  • Booked
  • Canceled
  • Completed,
  • Confirmed
  • No-show

You can also create your custom statuses. Click on 'Add appointment status', give it a name and choose wether this status means that the patient attended the visit or not—this will later be helpful to determine if the patient has had the first visit, etc.

Appointment Types

Organize your visits and speed up scheduling by creating custom appointment types. The available options are:

  • Details
    • Name: Will be shown on the calendar and will be seen by the patient as well.
    • Color: Shown on the calendar.
    • Description: An internal note, not viewed by patients.
    • Default duration: The duration of the event when created. Can be changed later for each event.
    • Buffer time: An extra time added to the calendar after the event duration.
    • Default resources: Rooms and equipments that will be used on the event.
    • Visit types: From the available visit types (see above), choose which ones can be applied to this event.
  • CPT Code: Helpful for later reporting.
  • Patient Self-Scheduling
    • Enable patient self-scheduling: Choose if patients can schedule this appointment from their SigmaMD Patient App.
    • Earliest scheduling period: Set the earliest time a patient can schedule an appointment. E.g. 'one week from today.'
    • Latest scheduling period: Set how far in advance a patient can schedule an appointment. E.g. 'Up to one year in advance.'
    • Availability: Choose if patients can book it at any moment, for their first visit only, or only if they have already attended their first visit.
    • Patient memberships: Create a filter based on the patient's membership
      • All memberships and none: All patients can book this appointment type.
      • All memberships: Only patients with an active or paused membership can book it—retail or employer.
      • No membership: Only patients not enrolled on active or paused memberships can book it.
      • Selected memberships: Choose one or more plans the patient must be enrolled with in order to schedule this appointment type.
    • Bookable clinicians: When self-scheduling the patients can choose a clinician to book. On this field pick the option patients will have when trying to schedule this appointment type.
    • Note to patient: Add a note that will be seen by patients when scheduling. Tips: select a text to format it or add links.

Setting up appointment types ensures each visit is matched to the right format, purpose, and clinician.


Clinician availability

Clinicians can manage their schedules in Personal Settings > Working Hours.

There they can:

  • Set working hours for each day.
  • Add shifts, breaks, and out-of-office periods.
  • Select available appointment types and visit methods for each shift.

This controls when a clinician is available in the calendar and for patient self-scheduling.

Calendar management

From the Clinician Calendar, your team can view and manage upcoming visits in one place.

You can:

  • View appointments by clinician, location, or visit type

  • Create new appointments manually:

  • Filter and navigate the schedule to manage availability:

  • Click into appointments to view details, update status, or make changes


The calendar keeps your team aligned and your schedule running smoothly.


Patient scheduling settings and notifications

In Practice Settings > Patient Scheduling, you can customize how patients manage and receive updates about their appointments.

  • Enable or disable patient confirmations and cancellations

  • Customize automated messages:
    • Confirmation notifications
    • Reminders per appointment
    • Flexible timing options (minutes, hours, or days)

  • Edit your cancellation policy, which appears during self-booking and in confirmation emails



These tools help reduce no-shows and keep patients informed every step of the way.