Accessing Patient View

The Patient view can be accessed in several different ways:

Session View

From a booked appointment, select the Options menu to the right of the patient's name, and choose Open patient details from the drop down list.

Day View

From a booked appointment, select the patient's name and the Patient view displays.

Patient Select

  1. From the Session, Day or Calendar view start typing the patient's name, and the search box displays.  
  2. Enter the patients name. See - Patient Search Criteria.

  3. Click on Search .
  4. Select the patient from the search results list displayed to open the Patient View.

See - Patient View - Overview.

Booking Form

  1. Select a booked appointment.
  2. Click onto the patient's name.

    3. The booking form displays.

  3. Select the patient's name and the Patient View opens.