To Synchronise the Appointment Book

• Clicking
  
  
• Selecting Waiting Room > Appointment Book.

If you originally created a practitioner in the Appointments module first, and then added them to Pracsoft itself, and are now trying to synchronise the two records, you should NOT be prompted to add them, as shown above. This is because Pracsoft should see that the two records are identical, and automatically synchronise them when you click the Sync button.

If you do in fact get prompted to copy a practitioner from Pracsoft to the Appointments module, when they are already in the Appointments module, this suggests that Pracsoft thinks they are two different records. This is usually because the Practitioner Code and Location information you entered for these records is somehow different.

In this case, click the No button to ignore the prompt request. Then go back and check that the Practitioner Code and Location information for this practitioner in the Appointments module is identical to that recorded in Pracsoft. If there is even a slight difference, you must edit this information via the Appointments module (a practitioner's information cannot be altered in Pracsoft itself once it has been entered). Then, try to synchronise again - this time you should not be prompted to copy them from Pracsoft.