You can tell the status of any appointment by the background colour of each appointment slot. The status is also displayed in the balloon tool tips.
5 custom states can be set up in the system settings
These can represent location e.g.
These states can also be used to represent Triage categories
Triage Category 1-5
The labels for these states is set up in the System Settings.
This defaults to Consultation.
n.b. This encounter type can also be changed within the clinical notes
Once chosen, different encounter types are indicated by icons within the time slot e.g. a Script Only encounter
When an appointment is selected, the patient banner on the left will display some basic details. It will include if there is an outstanding balance or any other alerts.
The patient banner also includes links which means a patient’s notes or details can be opened without right-clicking on the appointment.
The Waiting Room will list the arrived patients, in the order they arrived.
If the patient is moved from the usual waiting area into an alternative area, right click on their appointment. Select the correct area from the list.
These locations can be set up in the system settings.
Also use for Triage categories
If the practitioner has opened the notes, the colour of the slot will change to blue. This state will only change if the consultation is initiated near the appointment time and only by double-clicking on the appointment. (To preview the notes, select clinical notes from the right-click menu. )
On completion (closing the notes) the colour will change to pink.
Right Click on the patient’ appointment and select [Leave] or [F4].
The Point of Sale screen will open. You can create their invoice and accept payments.
n.b. The appointment slot will be coloured grey.