Appointments

Doctors and reception book in the same place. Only a doctor starts the clinical visit, and only when the appointment is theirs.

Overview

The home screen shows today’s practice activity, patients by age group, upcoming appointments, and notes. Add patient and Book are the shortcuts.

Calendar

1. 1
   Open Calendar.
2. 2
   Switch Day, Week, or Month.
3. 3
   Use Today and the arrows to move.
4. 4
   Click an appointment to work with that visit. Click a day in month view to see that day’s visits.

Doctors can start a visit from the diary when the appointment is theirs.

Appointments list

Open More → Appointments. A doctor sees Your appointments. Reception sees All appointments.

Filter with the date range. Sort the date column (or Earliest first / Latest first on a phone). Summary cards show total appointments, general visits, follow-ups, and procedures for the range you are looking at.

On a row, open the actions menu:

• Open chart
• Start visit or Open visit (doctors)
• Check in — available when the status is scheduled or confirmed. The patient is marked checked in.
• Cancel — optional reason, then Cancel appointment, or Keep to leave it booked.

Book an appointment

1. 1
   Click Book on Overview, on the Appointments page, or on a patient chart.
2. 2
   Choose the Patient (already filled in if you started from a chart).
3. 3
   Choose the Practitioner and the Type.
4. 4
   Choose a Date. Open times are grouped into morning, afternoon, and evening. Only times inside that doctor’s hours and visit length are offered.
5. 5
   Optionally enter a Reason (helps the clinician prepare) and Admin notes (internal only).
6. 6
   Click Confirm booking. Availability is checked again when you save.

Statuses

Statuses you will see include pending, scheduled, confirmed, checked in, in progress, completed, cancelled by the patient, cancelled by the practice, and no-show.