Calling a Waiting patient into a Consultation

To call a waiting patient, from your Appointment list, you can:

• Double click on a booked appointment line - This brings up the patient record, starts the consultation and changes their status to In Consultation.

• Right click on a booked appointment line, and select:

  • Select Patient - Opens the patient record and then depending on your set up in Consultation Manager Setup - Consultation either:

    • Starts a consultation automatically, and changes their status to In Consultation, or

    • Displays the patient record. Select Open New Consultation to start the consultation and also change the status to In Consultation.

  • Call Patient - For practices using the Vision 3 Appointments Call Display (ACD) only, select to displays the patient's record, change the status to In Consultation and visually call the patient in, see Vision 3 Appointment Call Display for details.

    Note - The Call Patient option is disabled if you do not run ACD.

  • Cancel - Select to cancel the appointment. The Confirm Cancellation of Appointment screen displays, select a cancellation reason and select OK.

• Select Patient - With the appropriate patient highlighted on the appointment list, choose Select Patient from the booking form.

• Call Patient - For practices using the Vision 3 Appointments Call Display (ACD) only, with the appropriate patient highlighted on the appointment list, select Call Patient from the booking form.

  Note - The Call Patient option is disabled if you do not run ACD.

If the patient is not marked as Waiting, if you select to call them in, a warning message displays:

Select:

• Yes - To start the consultation.

• No - To open the record without calling the patient.

• Cancel - To return to the appointment list.