Patient View - Making Appointments

  1. Start typing a Surname or Date of birth from any screen and a Patient Search function displays. See - Patient Search Criteria.

  2. Select Search to find the patient.
  3. Select your patient from the matching patients displayed.
    Inactive patients are displayed in greyed out text.
  4. From the Patient view click Add Appointment.
  5. The Session view displays with a selected patient message box containing Patient Name, location and registered GP details.
  6. Select an appointment and the patient details are automatically populated into the booking form.
  7. Add any appointment comments and patient notes as required then press Save.
  8. A booking confirmation message displays.

Note - If a suitable appointment cannot be found, the selected patient message box has a discard option to cancel the selected patient.