Home
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.
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.
Deactivating Practitioners in the Appointment Book
For a given appointment book, indicate that a specific practitioner has become inactive.

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.
    - Synchronising Practitioners in the Appointment Book
      Copy practitioners from Pracsoft to the Appointments module.
    - Manually Add a Practitioner to the Appointment Book
      Manually add a practitioner to the Appointment Book
    - Enabling Practitioners in the Appointment Book
      Make practitioners available for scheduling appointments in an Appointment Book.
    - Deactivating Practitioners in the Appointment Book
      For a given appointment book, indicate that a specific practitioner has become inactive.
  - 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

Deactivating Practitioners in the Appointment Book

For a given appointment book, indicate that a specific practitioner has become inactive.

About this task

Flagging a practitioner as inactive will remove them from the list of available practitioners and hides all their scheduled appointments.

A practitioner can be inactive for one appointment book but available for others. You can also hide a practitioner without removing them and their scheduled appointments from the appointment book.

Procedure

Open the Appointments module, either:
- Click Appointment Book.
- Select Waiting Room > Appointment Book.
If you have multiple Appointment Books in use, select the Appointment Book you want to use via the associated drop-down list.
Select Setup > Practitioners.
In the Practitioner Details window, select the practitioner you want to make inactive.
Click Edit.
In the Add Practitioner window, set Mark As Inactive.

Note:
If you set a practitioner to inactive, you will also hide all appointments currently scheduled for them.
Click Save > OK.

Results

The practitioner is no longer available in the Practitioner Details window.

What to do next

To view practitioners flagged as inactive, set Show inactive practitioners. Inactive practitioners are displayed in red.

To reactivate a practitioner, edit their record again, and deselect Mark As Inactive.