Patient View - Appointments

When you are in the Patient View you can see a patients future appointments as well as their appointment history.

The view is split into:

  • Future appointments
  • Past appointments
  • DNA's
  • Cancelled appointments

The time for all show appointment history is defined in Preferences - Patient Data.

Each heading in the Appointments column of Patient View will show you a maximum of 5 appointments, with further appointments accessed by selecting the heading >.

  • > Displays full appointment history.

  • Navigates back to the Patient View.

Editing Appointment History

When an appointment, for instance a DNA is more than 7 days old you are unable to amend the appointment at all, the only options you have via right click are:

  • View clipboard
  • Copy
  • Deselect all

However, when an appointment is within 7 days, for example a DNA from this morning. The following options are available.

  • View clipboard
  • Change status
  • Move
  • Copy
  • Cancel appointments
  • Deselect all

To edit an appointment status in the history from the last 7 days for example a DNA:

  1. Right click on the appointment, this is ticked and highlighted
  2. The floating toolbar displays.
  3. Select Change status from the toolbar at the bottom of the screen.

  4. Choose the status type.
  5. The appointment moves from DNA into Past when the screen refreshes.