Booking an Appointment

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In order to book an appointment, you need to do the following.


  • Start by finding the relevant patient record in the Patient module. Alternatively, for new patients, you can create a new patient record.
  • Doing either of the above will make the relevant patient the Active Patient in the top right of the screen.
  • Click on the Appointment module. Your patient should still be shown as the Active Patient.
  • Navigate to the correct day using the Next/Previous day buttons, or by using the calendar control.
  • Double click on the start time or on the Appointment Template where you wish your appointment to start from. You will be taken to the Appointment Booking Screen.
  • You now need to fill in the necessary Diary, Staff Member and Appointment Type, some of which may be populated for you, depending on how your system has been configured.
  • You can now alter the Date, Start and End time as well as choosing whether a second part to the appointment is necessary.
  • Source, Reason and Notification can also be configured at this point, by selecting options in the relevant drop down list.
  • When finished you can click Save and Back, or use the auto save feature.