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Help topics

Welcome to the Appointments Help Centre.

Getting Started

Accessing Appointments
Appointments Explained
Preferences
3 Quick Steps to Booking an Appointment
Useful Scenarios
Housekeeping

Navigating the Views

The Different Appointment's Views
Reception View - Overview
- Using the Reception View
Weekly View
- Adding a Single Session
Dashboard View
Current Appointments View
Day View
Creating Views for your Practice
Patient Details View

Making Appointments

Booking an Appointment
- Searching for a Patient
Booking Consecutive Appointments
Making a Special Booking
Extending the Duration of an Appointment
The Free Slot Search
Patient Warnings & Reminders
Appointment Warnings
Printing an Appointment Label
Selecting a Specific Date

Edit Appointments

Editing an Appointment
Cancelling an Appointment
Moving Appointments
Copying Appointments
Inserting Extra Slots
Changing Slot Types
Deleting Slots
Hold Slots
Making Slots Unavailable

Appointment Status

Appointment Status - Overview
Online Available Slots
Checking in a Patient on Arrival

Filtering Views

Applying or Editing Filters
Clear Filters
Delete Filters
Practice Wide Filters
Saved Filters

Special Bookings

Making a Special Booking
Search for Special Bookings

Sessions

Add Sessions
Adding a Single Session
Delete Session

Reports

Emergency Evacuation Report
Printing Appointments Lists

Utilities

The Appointments Clipboard
Exporting Appointments
Services
Appointments Setup
Viewing the Audit History of a Slot
SMS Messaging (Shared Care)

England Only

GP Connect Appointments
- Setting Up GP Connect Appointments
National Patient Search - England Only
Appointment Exception Reasons - England Only

Partner Solutions

Engage Touch
Envisage Patient Check-in
Voice Connect - Patient Partner