Difference between revisions of "Booking an Appointment"
From Optisoft
(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...") |
(No difference)
|
Revision as of 12:14, 10 November 2017
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.
