Difference between revisions of "Appointments"

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The automation of the appointments process brings many benefits to your practice. The ability to define whose appointments can be entered into the practice diary means you can include your staff as well as patients, making it easier to see who is doing what at any particular time.
The automation of the appointments process brings many benefits to your practice. The ability to define whose appointments can be entered into the practice diary means you can include your staff as well as patients, making it easier to see who is doing what at any particular time.


Automation of the process also eliminates basic errors, such as bookings made for the wrong patients on the wrong day or even double bookings. As part of the system, the Optisoft Appointments module will also take care of essential routine tasks that, otherwise would take up valuable staff time. Appointment cards can be printed automatically, for example, providing patients with an immediate record of their next visit. As the appointment grows closer, the module can be set to automatically issue reminders to patients. In line with modern communications options, the reminders can be sent via traditional post, e-mail or even an SMS text message direct to the patient's mobile phone.
Automation of the process also eliminates basic errors, such as bookings made for the wrong patients on the wrong day or even double bookings. As part of the system, the Optisoft Appointments module will also take care of essential routine tasks that would otherwise take up valuable staff time. Appointment cards can be printed automatically, for example, providing patients with an immediate record of their next visit. As the appointment grows closer, the module can be set to automatically issue reminders to patients via SMS, E-mail or Letter.  


The likelihood of missed, late or forgotten appointments can be significantly reduced by making sure that patients are kept aware of their next appointment date and time.
The likelihood of missed, late or forgotten appointments can be significantly reduced by making sure that patients are kept aware of their next appointment date and time.
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The Optisoft Appointments module can improve practice performance in other ways too. By capturing valuable data on staff, patients, the rate and number of cancellations, referrals, Failed To Attend management and other Key Performance Indicators, the module equips you with practical and useful information that enables you to identify problems and take appropriate action quickly.
The Optisoft Appointments module can improve practice performance in other ways too. By capturing valuable data on staff, patients, the rate and number of cancellations, referrals, Failed To Attend management and other Key Performance Indicators, the module equips you with practical and useful information that enables you to identify problems and take appropriate action quickly.


Before you can fully utilise the appointments module you will need to set up the optometrists, their hours and the appointment types available. See [[Appointments - Setting Up Appointments|Setting Up Appointments]].


http://91.151.213.84/wiki/images/optisoft/appts/apptsblank.jpg
<center>https://www.optisoft.co.uk/wiki/images/Optisoft/Appts/apptsblank.png</center>


=Setting Up Appointments=


[[Appointments - Setting Up Appointments|Setting Up Appointments]]
=Using Appointments=


There are a number of things that need to be configured before you can begin to use the Appointments module.
Click the link below to find out how to use the Appointment module


==Availability==
[[Appointments - Using Appointments|Using Appointments]]
 
Firstly, you will need to set up the staff memebers who will be available for appointments and then you will need to set up when these staff members are available,


*[[Appointments - Creating Optometrists|Creating Optometrists]]
=Setting up the Appointment Diary=
*[[Appointments - Opening Times & Availability|Opening Times & Availability]]


==Customisation==
Click on the link below to help you set up the Appointment Module


You can customise the appointments module to make booking the appointments easier and provide you with more information, for example adding types.
[[Appointments - Setting Up Appointments|Setting Up Appointment Module]]


*[[Appointments - Appointment Types|Appointment Types]]
*[[Appointments - Appointment Reasons|Appointment Reasons]]
*[[Appointments - Appointment Sources|Appointment Sources]]
*[[Appointments - Appointment Notification|Appointment Notification]]


 
[[Main Page|Home]]
=Using Appointments=
 
[[Appointments - Using Appointments|Using Appointments]]

Latest revision as of 12:16, 13 October 2022

Overview

The automation of the appointments process brings many benefits to your practice. The ability to define whose appointments can be entered into the practice diary means you can include your staff as well as patients, making it easier to see who is doing what at any particular time.

Automation of the process also eliminates basic errors, such as bookings made for the wrong patients on the wrong day or even double bookings. As part of the system, the Optisoft Appointments module will also take care of essential routine tasks that would otherwise take up valuable staff time. Appointment cards can be printed automatically, for example, providing patients with an immediate record of their next visit. As the appointment grows closer, the module can be set to automatically issue reminders to patients via SMS, E-mail or Letter.

The likelihood of missed, late or forgotten appointments can be significantly reduced by making sure that patients are kept aware of their next appointment date and time.

The Optisoft Appointments module can improve practice performance in other ways too. By capturing valuable data on staff, patients, the rate and number of cancellations, referrals, Failed To Attend management and other Key Performance Indicators, the module equips you with practical and useful information that enables you to identify problems and take appropriate action quickly.


apptsblank.png


Using Appointments

Click the link below to find out how to use the Appointment module

Using Appointments

Setting up the Appointment Diary

Click on the link below to help you set up the Appointment Module

Setting Up Appointment Module


Home

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