Scheduling Appointments
Before you begin
Procedure
-
Open the Appointment module by clicking
Appointment Book.
- If you have multiple Appointment Books, select one via the associated drop-down list at the top of the window.
- Select the practitioner for whom you want to assign an appointment, using the associated drop-down list.
- Click a time slot in the date/time matrix. The insert point appears within the time slot, ready for you to begin typing a patient's name. Alternatively, click and drag across multiple time slots, to schedule longer appointments.
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Enter the patient's name in the format of 'Andrews, John' or 'John Andrews'. Press
ENTER to confirm.
- If there is more than one matching patient, the Select Patient window appears for you to select from.
- If this is a new patient, the Select Patient window appears. Click New This creates a new appointment for the patient even though you don't have a record for them in the Pracsoft database. Later you can create a record for them, and then link their Appointment Book entry to the new record.
- Click OK The patient's appointment has been scheduled. You can indicate the type of appointment by right-clicking the appointment entry and selecting Type from the menu that appears.