Making an Appointment

1. From the Session or Day view, choose a free slot select the Add button to book the slot.
   From the Calendar view click on the slot you want to book.
2. The appointment slot is locked to other users.
3. The booking form displays.
4. Enter the patients Surname and / or Date of Birth into the Patient / booking name box, select search.
   

   

   
   
Patient Search Criteria

• Surname
• Surname, Forename
  
• Surname Date of Birth (full or partial)
• Date of Birth Full
• Surname, forename Date of Birth (full or partial)

The full date of birth can be typed as:

• DDMMYYYY (e.g. 09121980)
• DDMMMYYYY (e.g. 09DEC1980)

The partial date of birth can be typed as:

• YYYY (1980)
• MMYYYY (091980)
• MMMYYYY (DEC1980)
5. Select the patient from the results.
   

   

6. The booking form is displayed. You have the following options:

   

   • Change the appointment duration
   • Change the slot type
   • Add Appointment comments
   • View / update the Patient related notes. See - Patient View - Patient Notes.
   • View Appointment warnings
   • View future and previous appointment status



Select the icons for further information
• DNA's in the last 6 Months
• Cancelled appointments
• Attended appointments
• Future Appointments

The time period for the appointment history is set in preferences. See - Preferences - Patient Data.

7. Press Save to book the appointment.
8. A message displays confirming the booking.
   
   

Filters can also be applied to the views. See - Applying Filters.

The Session view and Day view have a quick search facility. See - Quick Search.