Difference between revisions of "Appointments - Booking Appointments"

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Booking Appointments
There are a number of different ways to book appointments.
 
The first, and simplest, way is booking an appointment for the Active Patient. If the patient does not currently exist in your database you can use a [[Appointments - Using Temporary Patients|Temporary Patient]] to allow you to book an appointment quickly.


There are a number of different ways to book appointments.
<center>http://www.optisoft.co.uk/wiki/images/optisoft/appts/apptsoverview.png</center>


The first, and simplest, way is booking an appointment for the active patient. This does of course require that the current active patient is the patient for whom you wish to book an appointment.


http://91.151.213.84/wiki/images/optisoft/appts/apptsoverview.jpg
*Double click on an available slot in the diary.


*Double click on the selected, available slot in the diary.


http://91.151.213.84/wiki/images/optisoft/appts/bookingapptnotype.jpg
<center>http://www.optisoft.co.uk/wiki/images/optisoft/appts/bookingapptnotype.png</center>


*The current active patient is automatically selected.  
*The current Active Patient is automatically selected.  
*Select the appointment type or set the start and end times manually.  
*Select the relevant appointment type. This will configure the end time of the appointment automatically for you, but there is nothing from stopping you shortening or extending the end time if necessary.
*Click the http://91.151.213.84/wiki/images/optisoft/shared/savebutton.jpg button to book the appointment.
*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/saveandcloseicon.png button to book the appointment.
   
   


If the active patient is not the patient you wish to book the appointment for you would use the search box or the built-in search lists to select the correct patient. See [[Appointments - Finding Patients|Finding Patients]] for more information
If the Active Patient is not the patient you wish to book the appointment for, you can search for the required patient whilst in the middle of booking the appointment.
 
 
 
[[Appointments - Using Appointments|Back]]

Latest revision as of 09:27, 20 February 2017

There are a number of different ways to book appointments.

The first, and simplest, way is booking an appointment for the Active Patient. If the patient does not currently exist in your database you can use a Temporary Patient to allow you to book an appointment quickly.

apptsoverview.png


  • Double click on an available slot in the diary.


bookingapptnotype.png
  • The current Active Patient is automatically selected.
  • Select the relevant appointment type. This will configure the end time of the appointment automatically for you, but there is nothing from stopping you shortening or extending the end time if necessary.
  • Click the saveandcloseicon.png button to book the appointment.


If the Active Patient is not the patient you wish to book the appointment for, you can search for the required patient whilst in the middle of booking the appointment.


Back

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