Book an Appointment

1. From the Session view or Free slot search, select a free slot to book.

   The appointment slot locks for other user, and the booking form displays.

2. Enter the patients Surname and / or Date of Birth into the Patient / booking name box, select search.
   

   

   
   
Patient Search Criteria

• Surname
• Surname, Forename
  
• Surname Date of Birth (full or partial)
• Date of Birth Full
• Surname, forename Date of Birth (full or partial)

The full date of birth can be typed as:

• DDMMYYYY (e.g. 09121980)
• DDMMMYYYY (e.g. 09DEC1980)

The partial date of birth can be typed as:

• YYYY (1980)
• MMYYYY (091980)
• MMMYYYY (DEC1980)
3. Select the patient from the results.
   

   

4. The booking form updates the patient details.
   

   

   The following options are available:

   • Change the appointment duration
   • Change the slot type
   • Add Appointment comments
   • View / update the Patient related notes
     See - Patient View - Patient Notes.
   • View Appointment warnings
   • View future and previous appointment status

     

     Select the icons for further information

     • DNA's in the last 6 Months
     • Cancelled appointments
     • Attended appointments
     • Future Appointments

     The time period for the appointment history is set in preferences. See - Preferences - Patient Data.

5. Press Save to book the appointment.
   A message displays confirming the booking.

   

Video Tutorial