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Help topics

Welcome to the Appointments Help Centre.

Getting Started

Accessing Appointments
Appointments Explained
Preferences
3 Quick Steps to Booking an Appointment
Useful Scenarios
Housekeeping

Navigating the Views

The Different Appointment's Views
Reception View - Overview
- Using the Reception View
Weekly View
- Adding a Single Session
Dashboard View
Today's Current Appointments
Day View
Creating Filters/Views For Your Practice
Patient Details View

Making Appointments

Booking an Appointment
- Searching for a Patient
Booking Consecutive Appointments
Making a Special Booking
Extending the Duration of an Appointment
The Free Slot Search
Patient Warnings & Reminders
Appointment Warnings
Printing an Appointment Label
Selecting a Date

Edit Appointments

Editing an Appointment
Cancelling an Appointment
Moving Appointments
Copying Appointments
Inserting Extra Slots
Changing Slot Types
Deleting Slots
Hold Slots
Making Slots Unavailable

Appointment Status

Appointment Status - Overview
Online Available Slots
Checking in a Patient on Arrival

Filtering Views

Applying or Editing Filters
Clearing Filters
Deleting Filters
Practice Wide Filters
Saved Filters

Special Bookings

Making a Special Booking
Search for Special Bookings

Sessions

Add Sessions
Adding a Single Session
Delete Session

Reports

Emergency Evacuation Report
Printing Appointments Lists

Utilities

The Appointments Clipboard
Exporting Appointments
Services
Appointments Setup
Viewing the Audit History of a Slot
SMS Messaging (Shared Care)

England Only

Appointment Exception Reasons - England Only
GP Connect Appointments
Setting Up GP Connect Appointments
National Patient Search - England Only

Partner Solutions

Engage Touch
Envisage Patient Check-in from Numed
Voice Connect - Patient Partner