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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 Sessions Types
Use appointment session types to build session plans showing times when appointments can be scheduled for each practitioner.
Special Sessions
In appointment session plans, practitioner-specific sessions show the practitioner's availability for different sessions over a range of dates.

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.
    - Standard Sessions
      In appointment session plans, set up standard sessions when a practitioner is usually available for appointments.
    - Special Sessions
      In appointment session plans, practitioner-specific sessions show the practitioner's availability for different sessions over a range of dates.
    - Days Absent
      In appointment session plans, use days absent sessions for days when a practitioner is expected to be absent.
  - 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

Special Sessions

In appointment session plans, practitioner-specific sessions show the practitioner's availability for different sessions over a range of dates.

About this task

Special sessions override standard sessions for the practitioner.

Procedure

Open the Appointment 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 > Availability > Special Sessions.
In the Scheduling Temporary Sessions window, from the Practitioner list, select the practitioner you want to create a temporary session plan for.
In the From date and To date lists, select the date range for the temporary session.
In the Starting time and Finishing time lists, enter starting times and finishing times for each session. You can use the arrow buttons to shift forward and backward in half-hour increments.
Optionally, set Other Location for a session if its appointments will be held at a site other than the normal practice, for example, home visits. Sessions flagged in this way appear in the Appointment Book in a different colour.
Click Save > Close.

Results

The practitioner can be scheduled for appointments in the dates and times.