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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.
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.

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

Synchronising Practitioners in the Appointment Book

Copy practitioners from Pracsoft to the Appointments module.

About this task

Note:

Synchronisation is one-way. Practitioners are copied from Pracsoft to the Appointments module, but not vice-versa.

Procedure

Open the Appointment module. Either:
- Click Appointment Book.
- Select Waiting Room > Appointment Book.
Select Setup > Practitioners.
In the Practitioner Details window, click Synchronize.
If there are any registered practitioners in Pracsoft who are not in the Appointments module, a message is displayed asking if you want to add them. Click Yes.

Tip:
If the message is displayed and the practitioner is already in the Appointments module, this is usually because their practitioner code or location information in the Appointments module and in Pracsoft is different. Click No. Compare the practitioner code and location information recorded for this practitioner in the Appointments module and in Pracsoft. If they are not identical, edit this information via the Appointments module, then synchronise again.
The Practitioner Details window displays the new practitioners who were brought over from Pracsoft to the Appointments module.
To ensure these practitioners are visible to the Appointment Book, Use.
Click OK.