Home Tab

The Patient Diary - Home tab displays the following buttons:

Practice Appointments

(also available from the Add tab)

• New Appointment - Click to open the standard Book Appointment screen. Select a slot to book and add to the Patient Diary and Appointments, see Book Appointment.
• Vision Appointments - Opens the Appointments module, see Book Appointment.

Diary Events (Non-Vision)

(also available from the Add tab)

• New Event - Opens the Book Appointment screen. Select Non-Vision Event to open the Event screen, see Non Vision Events.
• New Recurring Event - As above, click Recurrence in the Event screen to open the Recurrence screen, see Non Vision Events.

Tasks

(also available from the Add tab)

• New Task - Opens the Issuing New Task screen to enable you to add a task for the selected patient.

View Navigation

(also available from the Navigate tab)

• Backward - Goes to the previous page (in day view, back one day; in month view, back one month).
• Forward - Goes to next page (in day view, forward one day; in month view, forward one month).
• Go to today - Goes to today's date.
• Zoom In - Changes the scale of the current view which reduces the amount of time you can see.
• Zoom Out - Changes the scale of the current view which increases the amount of time you can see.

Item Navigation

(also available from the Navigate tab)

• Previous - Scrolls the display so that the previous event is visible.
• Next - Scrolls the display to the next event.
• Last - Scrolls the display to the last event.

Arrange

(also available from the Arrange tab)

• Day View - Displays one day on the screen.
• Work Week View - Displays one working week, Monday to Friday on the screen.
• Week View - Displays one full week, Monday - Sunday on the screen.
• Month View - Displays a month from today on the screen. This is the default view.
• Timeline View - Displays a month on the screen each day in a vertical format.
• List View - Displays a list of items for the selected patient, designed to give a longer term view of events eg for a year or more.

Diary List View

• None - Select to display a list of all bookings for this patient
• Day - Select to display a list of all bookings split by day
• Month - Select to display a list of all bookings split by month
• Year - Select to display a list of all bookings split by year
• Print Preview - Select to preview the list in printed form, select to continue to print
• Select in Diary - Highlight the booking required and click Select in Diary to go to the booking

Group

(also available from the Arrange tab)

• Group by None - Ungroups any groups created
• Group by Date - Groups appointments by date
• Group by Resource - Groups appointment by resource required