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Appointment Management
After you have set up your appointment book, schedule appointments and send reminders.
Managing Appointment Books
A default Appointment Book is provided with Pracsoft.
Adding Practitioners to the Appointment Book
The Appointments module has its own built-in list of Practitioners, which is separate to the list of Practitioners within your MedicalDirector Pracsoft database.
Synchronising Practitioners in the Appointment Book

Appointment Management
After you have set up your appointment book, schedule appointments and send reminders.
- Searching Appointments
  Search for recorded appointments.
- Scheduling Appointments
  Use Pracsoft to book future appointments and record services provided without an appointment, for example, fit-in appointments for walk-in patients.
- Recalls in Pracsoft
- Email Appointment Reminders
  You can email patients to remind them of upcoming appointments.
- Telehealth and Pracsoft
  Telehealth is enabled in Pracsoft by default in Pracsoft 3.19 and later.
- Printing Appointments
- Appointment Book Reference
- Managing Appointment Books
  A default Appointment Book is provided with Pracsoft.
  - Adding Practitioners to the Appointment Book
    The Appointments module has its own built-in list of Practitioners, which is separate to the list of Practitioners within your MedicalDirector Pracsoft database.
    - Synchronising Practitioners in the Appointment Book
      - To Synchronise the Appointment Book
    - Manually Add a Practitioner to the Appointment Book
    - Enabling Practitioners in the Appointment Book
    - Deactivating Practitioners in the Appointment Book
      For a given appointment book, indicate that a specific practitioner has become inactive.
  - Appointment Details
  - Appointment Notes for Patients
  - Appointment Permissions
  - Appointment Sessions
  - Appointment Status
    The status of a patient's appointment can be highlighted in the Appointment Book.
  - Appointment Types
  - Add Appointment Books

Synchronising Practitioners in the Appointment Book

Before you can select a practitioner to schedule appointments for, you must first add them to the Appointments module - Pracsoft does not automatically populate the Appointments module with practitioners from your Pracsoft database.

There are two methods for adding practitioners to the Appointments module:

By manually adding a practitioner to the list of practitioners available to the Appointments module. For more information, see Manually Add a Practitioner to the Appointment Book.
By synchronising the Appointments module with the Pracsoft database. This method copies all practitioners from the Pracsoft database to the list of practitioners available to the Appointments module. This method ensures that any practitioners you had added to the Appointments module manually will be synchronised with (associated with) those in your MedicalDirector Pracsoft database.
Note:
Synchronisation is one-way. Practitioners are copied from MedicalDirector Pracsoft to the Appointments module, but not vice-versa.