Booking an Appointment - Revision history

Optiwiki at 14:59, 10 March 2022

2022-03-10T14:59:02Z

Optiwiki at 15:04, 15 May 2019

2019-05-15T15:04:35Z

Optiwiki at 14:26, 14 November 2017

2017-11-14T14:26:40Z

Optiwiki at 13:52, 10 November 2017

2017-11-10T13:52:38Z

Optiwiki at 12:30, 10 November 2017

2017-11-10T12:30:55Z

Optiwiki at 12:26, 10 November 2017

2017-11-10T12:26:56Z

Optiwiki at 12:22, 10 November 2017

2017-11-10T12:22:42Z

Optiwiki: Created page with "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..."

2017-11-10T12:14:48Z

Created page with "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..."

New page

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.

← Older revision		Revision as of 14:59, 10 March 2022
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	In order to book an appointment, you need to do the following.		In order to book an appointment, you need to do the following.

−	<center>[[image:BookingAppointment.png\|border\|~~700px~~\|Appointment Booking]]</center>	+	<center>[[image:BookingAppointment.png\|border\|1020px\|Appointment Booking]]</center>

← Older revision		Revision as of 15:04, 15 May 2019
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	In order to book an appointment, you need to do the following.		In order to book an appointment, you need to do the following.

−	<center>[[image:~~AppointmentBooking~~.png\|border\|700px\|Appointment Booking]]</center>	+	<center>[[image:BookingAppointment.png\|border\|700px\|Appointment Booking]]</center>

← Older revision		Revision as of 14:26, 14 November 2017
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	In order to book an appointment, you need to do the following.		In order to book an appointment, you need to do the following.

−	<center>[[image:AppointmentBooking.png\|border\|700px\|~~Patients Record~~]]</center>	+	<center>[[image:AppointmentBooking.png\|border\|700px\|Appointment Booking]]</center>

← Older revision		Revision as of 13:52, 10 November 2017
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	*The Notification for the appointment will be automatically selected for you based off either the Appointment Status or the Appointment Type. However, you can change this if necessary for this appointment.		*The Notification for the appointment will be automatically selected for you based off either the Appointment Status or the Appointment Type. However, you can change this if necessary for this appointment.
	*You can't make Notes on an appointment until you have filled in the minimum requirements (Diary, Staff, Type and Patient).		*You can't make Notes on an appointment until you have filled in the minimum requirements (Diary, Staff, Type and Patient).
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		+	[[Appointments\|Back]]
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		+	[[Optisoft.NET Help\|Home]]

← Older revision		Revision as of 12:30, 10 November 2017
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	In order to book an appointment, you need to do the following.		In order to book an appointment, you need to do the following.

−	<center>[[image:~~NewBlankPatients~~.~~jpg~~\|border\|700px\|Patients Record]]</center>	+	<center>[[image:AppointmentBooking.png\|border\|700px\|Patients Record]]</center>

← Older revision		Revision as of 12:26, 10 November 2017
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	In order to book an appointment, you need to do the following.		In order to book an appointment, you need to do the following.
		+
		+	<center>[[image:NewBlankPatients.jpg\|border\|700px\|Patients Record]]</center>

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 *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.
+*If any Notes are required for this appointment, they can now be added at this stage using the New Notes button.