Reception View
The Reception view displays appointments sessions on a specified date for all or a selection of clinicians/clinics per organisation.
In this view you can:
- Book appointments
See - Booking Appointments.- Cancel appointments
See - Cancelling Appointments.- View / edit appointment details
See - Appointment Booking Form.- Move single or multiple appointments to the Clipboard
See - Move Appointment to Clipboard.- Cut and paste a single appointment to a different clinician/clinic.
See - Moving Appointments.- Hold slots and release held slots
See - Holding Slots and Releasing Held Slots.- Change slot type
See - Change Slot Types.
To open Reception view.
- Select the Reception
button.
The view displays. - Select from the Organisation from the drop-down list.
- Use the No of Clinicians drop-down list to set the number of columns.
- Select the clinicians/clinics from the View drop-down list.
Note - Vision 3 users can only see the names of patients who are registered at their practice, all other patients display as BOOKED.
See - Patient Status.
Managing Appointments
Select an appointment to activate the management options.
- Refresh - Manually refresh the Reception view.
Auto refresh occurs every 5 minutes.- Make booking - Select a free slot, and click button to book.
See - Booking Appointments.- View/edit appointment details - Opens the Booking Form.
See - Editing Appointments.- Cancel appointment - Cancels the selected appointment(s).
See - Cancelling Appointments.- Clipboard - Moves the selected appointment(s) to the Clipboard.
See - Move Appointment to Clipboard.- Hold slot(s) - Holds selected slots and prevents other users from booking them.
See - Holding Slots.- Release slot(s) - Releases held slots. You can only release slots that you have held.
See - Releasing Held Slots.- Change Slot Type - Opens the Change Slot Type screen.
See - Change Slot Types.- Cut appointment - Cuts the selected appointment.
See - Moving Appointments.- Paste appointment - Pastes the cut appointment into the selected slot.
Session Details
Each Clinician/Clinic session displays the following columns:
- Session Name and Duration
- Time
- Slot Type - The slot type colour displays in the second column.
Select the Change Slot Typebutton to change.
See - Change Slot Types.Note - Slots with an inactive slot type are shown as black.- Patient - Patient's surname, forename, title and date of birth.
- Appointment Status
See - Patient Status.
Note - Double-click an empty slot to book an appointment.
Note - Double-click a booked slot to check the patient in.
Note – To print this topic select Print
in the top right corner and follow the on-screen prompts.
