Track the movements of your patients through your practice by looking at their appointments status.
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.
- Not Arrived (white)
- Arrived (green)
- Notes Open (blue)
- Seen (pink)
- Left (gray)
3 custom states can be set up in the system settings e.g.
- Waiting room 1
- Waiting room 2
- Triage Room
When a patient arrives for a booked appointment
- Right click on the patient’s appointment and select [Arrive] or press F3
- Review any alerts.
- The appointment slow will then be coloured green
- An appointment slip will print if enabled.
When a patient walks in without an appointment
- Right click on the practitioner’s appointment book and select [New Walk In].
- Search for the patient and press OK.
- Go to the waiting room panel, and press [Walk In] (see picture below).
- Search for a patient and press [OK].
- A new appointment will be made at the current time
- The appointment slot will be coloured dark green
- An appointment slip will print if enabled
- Walk in appointments will be ordered by time of arrival (from left to right).
Changing the encounter type (appointment type)
This defaults to Consultation.
- Right click on the appointment slot and open the Encounter Type menu.
- Select the appropriate type from the sub-menu.
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
Using the waiting room/patient panel
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.
Updating the patient’s location
These locations can be set up in the system settings.
Patient being seen by practitioner
If the practitioner has opened the notes, the colour of the slot will change to blue.
On completion (closing the notes) the colour will change to Pink.
When the patient is ready to leave
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.