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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.
Manually Add a Practitioner to 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
    - 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

Manually Add a Practitioner to the Appointment Book

Open the Appointments module, either:
- Click Appointment Book
- Select Waiting Room > Appointment Book.
Select Setup > Practitioners. The Practitioner Details window appears.
Click Add. The Add Practitioner window appears.
Enter up to 4 characters into the Practitioner Code text box. This code (usually the user's initials) is utilised throughout Pracsoft to identify users and Practitioners. Each practitioner code must be unique. Later, if you intend to login to Pracsoft itself, you must use this same code.
Enter a location in the associated text box. Later, if you intend to add this practitioner to MedicalDirector Pracsoft itself, you must use this same location description.
Enter the Practitioner's name into the associated text box. Later, if you intend to add this practitioner to Pracsoft itself, you must enter their name exactly as it appears here. For example if you type 'Dr. James Jones', you cannot then call them 'Dr James Jones' in Pracsoft, because Pracsoft will assume that the missing full stop after 'Dr' indicates that this is a different user entirely.
Click Saveto confirm your details. The practitioner is added to the list of those available to the Appointments module.
To ensure this practitioner is visible to the Appointment Book, set Use.
Click OK to close this window.