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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 Permissions
Configure appointment permissions for each user.

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.
  - 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 Permissions

Configure appointment permissions for each user.

Procedure

Select Admin > User List.
In the User List window, double-click the user you want to edit.
In the User Details window, click Appt Permission.
In the Appointment Permission window, select whether the user can:
- View only appointments. This inactivates all other functionality.
- Add/Edit and/or Delete appointments
Select the appointment setup and submenus the user can access.
Click Save.

Results

The user can use the functions and submenus you selected.