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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
Appointment types define some of the details for patient appointments at your practice.
Appointment Book Legend
The Appointment Book Legend defines the colour swatches that indicate appointment statuses.

Appointment Management
After you have set up your Appointment Book, schedule appointments and send reminders.
- Scheduling Appointments
  Use Pracsoft to book future appointments and record services provided without an appointment, for example, fit-in appointments for walk-in patients.
- Searching Appointments
  Search for recorded appointments.
- Recalls in Pracsoft
  Patient recalls can be associated to appointments.
- Email Appointment Reminders
  Send emails to patients to remind them about appointments.
- Display SMS Message Status in the Appointment Book
  Display the status of SMS messages to patients and their replies in the Appointment Book.
- Printing Appointments
  Print patient appointments.
- 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 Pracsoft database.
  - Appointment Details
    View the details of an appointment.
  - Appointment Permissions
    Configure appointment permissions for each user.
  - Appointment Sessions Types
    Use appointment session types to build session plans showing times when appointments can be scheduled for each practitioner.
  - Appointment Status
    Coloured text shows the status of a patient's appointment in the Appointment Book.
  - Appointment Types
    Appointment types define some of the details for patient appointments at your practice.
    - Customising Appointment Types
      Customise appointment types to suit the needs of your practice.
    - Appointment Book Legend
      The Appointment Book Legend defines the colour swatches that indicate appointment statuses.
      - Customise the Legend
        Customise the colours that indicate the status of appointments in the Appointment Book.
  - Add Appointment Books
    Create a new Appointment Book.
  - Activate or Inactivate an Appointment Book
    Activate or inactivate an Appointment Book.
  - Apply Updated Options to Appointments
    After changing Appointment Book options, apply those changes to existing appointments.
- Appointment Book Reference

Appointment Book Legend

The Appointment Book Legend defines the colour swatches that indicate appointment statuses.

The Appointment Book Legend defines the colour swatches and icons that show the appointment types, record types, and statuses of appointments displayed in the Appointment Book.

Legend window

This image shows examples of colour swatches and their meaning.

Telehealth (Ctrl + J).
Phone Consult (Ctrl + Q).
The light blue colouring of Greg Durant's appointment indicates that this is a Fit-in Appointment.
Scheduled for a procedure.
Home visit.
The icon next to Hugh Mann's appointment indicates that he is a new patient who has made an appointment but his record has not been added to the patient database.
The icon indicates:
- An SMS message was sent to Carolina Schein regarding her appointment.
- The message failed to send. See SMS Message Status Tracking, and Patient Replies for more information.
The icon indicates:
- An SMS message was sent to Greg Durant regarding his appointment.
- He is not required to reply to it. See SMS Message Status Tracking, and Patient Replies for more information.