Making appointments

 

You can make an appointment at any visible timeslot.
  • Times during which a practitioner is available are indicated by colours selected in the appointment templates.
  • Times during which the practitioner has no sessions  are coloured grey. 
  • Each practice can set its own choice of colours for each session. We recommend using these colours consistently. 
Patient appointment
  1. Move to the appropriate date and practitioner.
  2. Double click on an available time slot 
  3. Select the patient or press [New] for a new patient.
  4. Once selected, the patients name will appear in the reserved time slot.
Non-patient appointment (Meetings)
  1. Move to the appropriate date and practitioner.
  2. Right Click on an empty appointment slot and select [New Meeting].
  3. Type in a description for this appointment. 
Appointment Types
 
Set the appointment (encounter) type from the right click menu. Different types are indicated by icons in the appointment slot

 

 

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