Linking Appointments

It is sometimes useful to link multiple appointments so your clinicians and administrative staff can see that any specific appointment is part of a group. Within Appointments you can link appointments, for example, a recurring appointment for ongoing dressing changes or blood pressure monitoring.

Note - This is only available if you access Appointments from your Desktop.

Appointments can be linked from:

To link appointments from the booking form:

  1. Book a patient into an appointment slot as normal.

  2. From the Booking form, tick Link another appointment. This stores the patient's details and any additional appointments made for this patient are linked:

  3. Select Book.

  4. Continue to book further appointments. The patient details populate automatically and the appointments link. A counter displays the number of appointments created for the patient so far:

    Note - You can link appointments across multiple days, different clinicians/clinics or even across shared appointment books.

  5. To finish booking linked appointments:

    • If you are booking the last known linked appointment, on the booking form remove the tick from Link another appointment so that it is no longer selected, or,

    • When you have finished booking all linked appointments select Discard:

      A warning displays:

      Complete as required:

    • Create Links – Select to continue linking appointments for this patient.

    • Don’t create links – Select to retain the appointments but not link them.

    • Cancel – Select to continue booking linked appointments.

To link existing appointments:

  1. From the patient's Scheduled Appointments view, tick the appointments you want to link:

  2. Select Link appointments and the appointments are now linked:

Viewing a Set of Linked Appointments

Select Link Appointments to view all the appointments in the link:

The Patient linked appointments screen displays:

Patients with Multiple Sets of Linked Appointments

A patient may have two or more sets of linked appointments. In this case, in the Scheduled Appointments view, you can see the two sets of linked appointments are identified with a different number indicating those that are linked:

Unlinking Appointments

To unlink an appointment:

  1. From the patient's Scheduled Appointments view, select the appointment to unlink:

  2. Select Unlink appointments . The appointment is no longer linked to any other appointment.

Linked Appointments Warning

The Linked appointment warning displays on the toolbar:

  • - The Linked appointment warning is more prominent when an appointment is updated or cancelled.

    See Linked Appointments Warnings for more details.

  • - The Linked appointment warning is faded when there are no linked appointments warnings.

Note – To print this topic select Print in the top right corner and follow the on-screen prompts.