Useful Scenarios
The following scenarios are examples of the day to day use of appointments by reception staff and how to complete them using Appointments.
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Two of your patients arrive at reception for 10.20 am appointments with different clinicians:
- Select View Today's Current Appointments
to display booked appointments for the next hour.
- Select the patient's appointment status
and it automatically updates to the next status, for example, from Booked
to Arrived
.
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Your patient calls the surgery and they can't remember when their appointment with the nurse is:
- From the Reception View start typing the patients name, and the Search screen displays.
- Finish the patient's name and select Search
.
- Select the patient required and the Patient Details View displays.
- Check under Scheduled for details of all future appointments for this patient.
- Select the back arrow
to return to the Reception View.
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Your patient arrives at the surgery for their appointment but can't remember who they are seeing:
- Select View Today's Current Appointments
to display booked appointments for the next hour.
- By viewing the appointment time, the appointment is quickly found.
- Select the patient's appointment status
and it automatically updates to Arrived
.
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Dr Clark has to deal with an emergency patient, the Practice Manager needs to know what patients are waiting, and which GP's are currently free to assist with Dr Clark's patients.
- From the Reception View, select Dashboard from the drop-down to menu at the top left.
- Select Expand all at the top of the clinician list and scroll down to see who is waiting to see Dr Clark.
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Your patient comes out from seeing the GP and needs a follow-up appointment in 4 weeks. To save having to search for the patient again:
- From either the Reception or Current Appointments view, right click on the patient's current appointment to display additional tools, select Copy
.
- From the Reception View, select the drop-down list next to today's date and select +4 weeks:
- Select Clipboard
.
- The patient's details display in the Copied section, drag and drop them onto the new appointment.
- The booking is made and the appointment booking confirmation briefly displays.
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