Other Appointment Functions:
Print, txt or Email an appointment reminder
- Right-click on the existing appointment
- Select Document
- Select Appointment Reminder
- Review the document then click on Email or Print
- Schedule txt reminders or emails to be sent to all patients with upcoming appointments by using the Scheduler in the Tools Menu.
Indicate the state or location of a patient
Define a label for three different coloured states in the system settings
- Location example
- Treatment Room (Yellow)
- Waiting Room 2 (Blue)
- Waiting Room 3 (Red)
- Triage Levels example
- Standard (Yellow)
- Urgent (Blue)
- Emergency (Red)
Change the appointment’s workflow status
- Not Arrived (White)
- Arrived (Green)
- Being seen (Light Blue)
- Waiting for billing (Pink)
- Left (Grey)
To Transfer care to another practitioner
- Click on an existing appointment
- Right-Click on a new slot in another appointment book
- Select Transfer
- Marks original appointment as completed
- Prompts for appointment note
- Marks new appointment as Arrived
To create follow up appointments that repeat weekly
- Right-click on an existing appointment
- Select Repeat Weekly
- Provide the number of weeks
- Appointments are created at the same time /day of the week if a slot is available.
Find the next free appointment
- Click on any existing appointment for the staff member
- Right-Click on a Next Free Appointment
- The cursor will move to the next free appointment in the same book
Create a new task
Create and assign a new task for this patient
Enter an accident
Enter an existing accident’s M45 registration details