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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.
Add Appointment Books

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
  - Add Appointment Books

Add Appointment Books

Note:

You should consider carefully whether you need to create further Appointment Books, as once created they cannot be deleted, although they can be flagged as 'inactive'.

Select Waiting Room > Appointment Book to open the Pracsoft Appointments module. The default Appointment Book is displayed.
From within the Appointment Book, select Setup > Manage Appointment Books. The Manage Appointment Books window appears.
- To flag an Appointment Book as inactive, highlight an active Appointment Book from those available, and click
  
  to change its status from 'active' to 'inactive'. You will be prompted to confirm this action.
- To re-activate an Appointment Book, highlight the inactive Appointment Book from those available, and click Activate to change its status from 'inactive' to 'active'. You will be prompted to confirm this action.
To create a new Appointment Book, click AddThe Add New Appointment Book window appears.
Enter a description for the Appointment Book. This can simply be a name for it if you want.
Click OK to confirm creation of the new Appointment Book. You will be prompted to confirm this action.