Booking an Appointment

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.