Booking an Appointment

 

Booking Appointments in Vision360 (0.47)

There are several ways to book an appointment for a patient:

  • From the Reception view, which involves finding an available slot and then selecting a patient, or

  • From the Patient's Appointment view, which involves finding a patient and then selecting an available slot.

Select for details:

To book an appointment from the Reception view:

  1. From Vision360 Appointments .
  2. Select Reception .
  3. The Reception view displays, see Reception Screen for display details if required.
  4. Select the correct Organisation if appropriate.
  5. Select the slot you want to book and select Make booking , you can also double click into the slot to select it.
  6. The Patient Select screen displays, select the patient required, see Selecting a Patient for details if required.
    Note - Appointments for patients who are registered at an EMIS practice with no sharing agreement , are booked as special bookings with demographic information populated, see Making a Special Booking for details.
    Training Tip - If you already have an active patient displayed in the patient banner, selecting a patient does not change the active patient.

  7. The Appointment Information screen displays:

  8. Update the booking form if required:

    The following information displays for reference purposes only:

    • Date - The selected appointment date.
    • Start Time - The selected appointment time.
    • Carers - Lists all carers the patient has. Displays name and NHS number if the carer is a patient at the same practice.
    • Patients Cared For - Lists all patients, registered at the same practice, that this patient cares for.
    • Outstanding Recalls - Lists any outstanding recalls.

  9. Select OK to book the appointment, or OK & Print to book the appointment and issue an appointment card.
  10. A booking confirmation message displays:

To book an appointment from the Reception view:

  1. From Vision360 Appointments .
  2. Choose Select Patient and find the patient you require, see Selecting a Patient for details if required and the Patient's Appointments view displays:

  3. In the Book a new appointment section, use the filters to refine the available appointments offered, or select Find Slots and select the search you want to run, see Creating a Free Slot Search for details if required.

    • Date period - Select a time span for the appointment.

    • Day - Select a day.

    • Organisation - Select which service the appointment is for.

    • Slot Type - Select a slot type, for example COVID VACS.

      See Slot Type Warnings for details on slot types and associated warnings.

    • Time of Day - Select a time of day.

    • Session Type - Select a session type, for example, flu clinic.

    • Clinician/Clinic - Select specific clinician(s) or clinic(s).

    • Gender - The gender of the clinician.

    • Viewable Only - This hides slots that are marked as non-viewable.

  4. The list of available slots displays. By default appointments display in date/time order, select a column header to re-order that column.
    Note - If the number of matching slots exceeds 50, the following message displays: 'There are more than 50 available slots - the first 50 only are listed here'.
  5. Highlight the slot required and select Make booking , or simply double click it.
    Note - Inactive slots display, they display with a black slot type and should not be booked.

  6. The Appointment Information screen displays:

  7. Update the booking form if required:

    • Expected Duration - Update if required.
    • Booking Information - Select if appropriate.
    • Comments - Enter any comments required.

  8. Select OK to book the appointment, or OK & Print to book the appointment and issue an appointment card.
  9. A booking confirmation message displays:

See Reception Screen and Patient's Appointments Screen for details.
Note - To print this topic select Print in the top right corner and follow the on-screen prompts.