Articles on: Diary and Scheduling

How do I book an Appointment?

To book an appointment:

Go to the Diary by clicking on the Diary icon:

Toggle to the day you want by using the forward and backward buttons or the mini-calendar

Click on the space in the Diary where you want to book the appointment. The appointment modal will appear:

If it is a Patient Appointment you wish to book, then this is the default and the details of the Active Patient will be used to book the appointment. To change your Active Patient you can use the Switch function by selecting the icon beside the patient's name in the modal. It looks like this:

If it is a Non-patient Appointment, click the Non-patient option at the top of the modal and enter a label for the appointment (i.e. Meeting)

Select the Appointment Type from the drop-down list (i.e. Initial Appointment)

Select a Time and a Date (The start time will be determined initially by where you have clicked, and the end time will be determined by the default duration of the appointment type)

Specify which clinician the appointment is with (you can select multiple clinicians)

If you wish the Appointment to occur more than once, select a Recurrence frequency and a Repeat until date

If you have multiple locations, specify where you'd like your patient to be treated

If it's a Patient related appointment, then choose whether or not the patient will receive SMS/email confirmations and reminders. You can choose to mute these by clicking the 'Mute' link or edit any contact details you have for the client using the 'Edit details' link

Add any comments, as required

When you're happy, click 'Save' and the appointment will be booked into the Diary

Updated on: 03/08/2023

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