Booking an Appointment

To book an appointment:

1. From the Reception View select a free slot, you can use Find a Free Slot to do this.
2. The booking form displays and the appointment slot displays as Locked for other users:

3. In Patient name, enter the patient's surname and/or date of birth and 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:
• DDMMYY for example, 9th December 1980 would be 091280
Note - Only valid for patients born within the last 100 years .
• DDMMYYYY for example, 9th December 1980 would be 09121980
• DDMMMYYYY for example, 9th December 1980 would be 09DEC1980
The partial date of birth can be entered as:
• YYYY (1980)
• MMYYYY (091980)
• MMMYYYY (DEC1980)
4. The Patient Search Results screen displays, filter the results if necessary and select the patient you require:
   

   

5. The booking form displays:

   

6. Complete as required:
   • Slot Type - Change the slot type if necessary.
     Important - To facilitate reporting on vaccination appointments any COVID vaccination appointment slots should have a Slot Type of COVID VACS. This is essential for England however it is recommended to use elsewhere to help manage your appointment books. See Changing Slot Types for more information.
   • History - A summary of the selected patient's appointment history displays, select to view the detail if required:
     • DNA
     • Scheduled
     • Completed
     • Cancelled
     See Preferences - Patient Data for set up details.
   • Patient Note - View and update if required, seePatient Notes
   • Booking Method - Select if required
   • Duration - Update if required
   • Appointment comments - Add any comments for this appointment
7. Select either Book and Print or Book as appropriate.

A message displays confirming the booking.