Patient View - Appointments
When you are in the Patient View you can see an individual patient's future and historical appointments.
Each heading in the Appointments column of Patient View will show you a maximum of 5 appointments, with further appointments accessed by selecting the arrow >.
The view is split into:
- Scheduled appointments
- Completed appointments
- DNA's
- Cancelled appointments
The time frame for appointment history is defined in Preferences - Patient Data.
- > Displays full history for the section.
- Returns to the Patient View.
Edit Past Appointments
When an appointment is more than 7 days old you are unable to amend the appointment.
The options available via right click are:
- View clipboard
- Deselect all
However, when an appointment is within 7 days, the appointment can be edited.
The right click menu has the following options.
- View clipboard
- Change Type
- Change status
- Move
- Copy
- Cancel appointments
- Deselect all
To edit an appointment status in the history within the last 7 days, for example a DNA:
- Right click on the appointment.
The booking displays a tick along with a yellow highlight, and the floating toolbar activates at the top of the screen. - Select Change status from the toolbar.
A drop down list displays. - Choose the status type from the list.
- Arrived
- In Consultation
- Seen
- The appointment moves from DNA into Completed when the screen is next accessed.