Managing an Appointment - Revision history

Optiwiki at 14:36, 30 May 2023

2023-05-30T14:36:18Z

2023-05-30T14:31:10Z

2017-11-10T14:52:15Z

2017-11-10T14:51:55Z

2017-11-10T14:51:39Z

2017-11-10T14:51:28Z

2017-11-10T14:51:03Z

2017-11-10T14:50:54Z

2017-11-10T14:50:44Z

2017-11-10T14:50:31Z

@@ Line 14: / Line 14: @@
 Although the Status field is capable of more than 4 options, each option will cater for at least one of the first 3 of these outcomes, the delete button in the ribbon caters for the last.
 Each status will do the following:
@@ Line 42: / Line 44: @@
 To update an appointments outcome:
-*Double click on the necessary appointment
+*Double click on the necessary appointment (you can also right click on your appointment and choose the Outcome menu option)
-*Click the Outcome drop down field and choose an option
+*Click the Outcome drop down field and choose an option.
 *Click Save and Back, or use the Auto Save feature.
 *Outcomes can be assigned to appointments for future reference and to also provide data for the Appointment Detail report.

@@ Line 6: / Line 6: @@
 *Double click on the necessary appointment
 *Click the New Note button
-*Enter the Note and Click Save and Back, or use the Auto Save feature. The Note will automatically be date stamped and the user recorded against it.
+*Enter the Note and Click Save and Back, or use the Auto Save feature. The Note will automatically be date and time stamped and the user recorded against it.
 *Please note, only the last note entered will be displayed on the Appointment popup and printed on the Appointment Schedule report.

@@ Line 17: / Line 17: @@
 Each status will do the following:
-Booked
+'''Booked'''
 *Automatically selected when booking an appointment.
 *Automatically updates the Notification field with the notification associated with this status, where the necessary patient details are available.
 *Displayed in the Appointment diary with a thin blue (default colour that can be changed) line down the left of the appointment.
-Attended
+'''Attended'''
 *Should be chosen as soon as the patient has attended their appointment.
 *Automatically updates the Notification field with the notification associated with this status, where the necessary patient details are available.
 *Displayed in the Appointment diary with a thin green (default colour that can be changed) line down the left of the appointment.
-Failed to Attend
+'''Failed to Attend'''
 *Should be used shortly after the appointment time has passed and the patient hasn't turned up.
 *Automatically updates the Notification field with the notification associated with this status, where the necessary patient details are available.
 *Displayed in the Appointment diary with a thin red (default colour that can be changed) line down the left of the appointment.
-Cancelled
+'''Cancelled'''
 *Should be used when the patient requests to cancel their appointment.
 *Automatically updates the Notification field with the notification associated with this status, where the necessary patient details are available.

@@ Line 9: / Line 9: @@
 *Please note, only the last note entered will be displayed on the Appointment popup and printed on the Appointment Schedule report.
-'''Updating the Appointment Status'''
+==Updating the Appointment Status==
 There are 4 possible outcomes after an appointment has been booked. Either the appointment will be attended, failed to be attended, cancelled or deleted.
@@ Line 37: / Line 37: @@
 *Removed from the Appointments module so the time can be booked again with another appointment. Details are saved against the patient record for future reference.
-'''Assigning an Outcome'''
+==Assigning an Outcome==
 When an appointment has been completed, an outcome of that appointment is always good to keep track of.

@@ Line 1: / Line 1: @@
 Once an appointment has been booked, you will need to manage the appointment to keep information up to date, and to provide accurate data for your Reports.
-=Adding Additional Notes=
+==Adding Additional Notes==
 At any point once the appointment has been made, additional Notes can be added. To add a Note: