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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.
Appointment Types
Managing and Customising Appointment Types

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.
  - 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
    - Managing and Customising Appointment Types
    - Supplied Icon Sets
  - Add Appointment Books

Managing and Customising Appointment Types

Open the Appointments module by either:
- Clicking
- Selecting Waiting Room > Appointment Book
From within the Appointments module, select Setup > Appointment Types. The Edit Appointment Types window appears.
- You can edit the text for any of the pre-defined appointment types, except for the 'Standard' type.
- You can create up to 39 custom appointment types. Appointment Type 1 "Standard Appointment" cannot be edited. Continue to Step 3 for instructions on how to customise appointment types.
- For each appointment type, indicate whether patients scheduled for such will be sent an SMS Reminder message.
To customise an appointment type, click the

icon associated with the appointment you want to edit. The Select Icon for Appointment Type window appears.
Select either an icon on your computer or a colour swatch to represent the appointment type. In our example, we have elected to use an icon.
- The icon format can be Icon (.ico), Bitmap (.bmp) or Portable Netowork Graphics (.png), but must be 16 x 16 pixels.
You will be returned to the Select window. Note our chosen icon is visible on the window.
Give your custom appointment type a name.
Click

to confirm your modifications.