Accessing Patient Details View

The Patient view can be accessed in several different ways:

Reception View

From a booked appointment, hover on the slot to activate the Options menu to the right of the patient's name, and choose Open patient details from the drop-down list.

Current Appointments View

From a booked appointment, select the patient's name.

Patient Select

  1. From the Reception view start typing the patient's name, and the search box displays.  
  2. Enter the patient's name. See - Patient Search Criteria.
  3. SelectSearch .
    The results display.
  4. Select the patient from the list.
    The Patient Details view displays.

Booking Form

Select the patient's name on the Booking form to open the Patient Details view.

You can also select DNA/Scheduled/Completed or Cancelled buttons to view the relevant appointment history in Patient Details view.