Book an Appointment

1. From the Reception view or Free slot search, select a free slot.

   The appointment slot locks for other users, and the booking form displays.

2. Enter the patients Surname and/or Date of Birth into the Patient name box .
   

   

   Note - Local Practice next to the appointment, indicates this is at your practice, it is not an indication of branch or main site. Future releases of Appointments will include the ability to a make appointments for patients in a cluster or shared care organisation - subject to the setting up of sharing agreements.
   
   
Patient Search Criteria

• Surname
• Surname, Forename
  
• Surname Date of Birth (full or partial)
• Date of Birth Full
• Surname, forename Date of Birth (full or partial)

The full date of birth can be typed as:

• DDMMYYYY (e.g. 09121980)
• DDMMMYYYY (e.g. 09DEC1980)

The partial date of birth can be entered as:

• YYYY (1980)
• MMYYYY (091980)
• MMMYYYY (DEC1980)
3. Select the Search button.
4. Select the patient from the results.
   

   

   The results detail the patient's registered practice, Local practice indicates the patient is on your list.
   The next release of Appointments will include the ability to a make appointments for patients in a cluster or shared care organisation - subject to the setting up of sharing agreements.

5. The booking form populates the patient details.
   

   

   The following options are available:

   • Change the appointment duration
   • Change the slot type
   • Add Appointment comments
   • View/update the Patient related notes. See - Patient View - Patient Notes.
   • View Appointment warnings
   • View future and previous appointment status

     Select the buttons for further information

     The time period for the appointment history is set in preferences. See - Preferences - Patient Data.

6. Select Book to make the appointment.
   A message displays confirming the booking.