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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.

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

Appointment Sessions Types

Use appointment session types to build session plans showing times when appointments can be scheduled for each practitioner.

Within an Appointment Book, you can create a session plan in which appointments can be scheduled, for each practitioner.

This image shows an appointment book session plan:

Example appointment book session plan, showing times when appointments can be booked for practitioners

On Monday, the practitioner has three sessions:

8:30 AM to 11:00 AM
11:30 AM to 2:00 PM
2:30 PM to 4:30 PM

On Tuesday, they have two sessions:

8:30 AM to 12:00 PM
12:30 PM to 3:30 PM

The available session types are:

Standard sessions

A normal session when a practitioner is available to take appointments. There are two types of standard sessions:

Default sessions, which are the default for the entire Appointment Book. Default sessions always override practitioner-specific sessions.
Practitioner-specific sessions, when the practitioner will be available to take appointments.

Special sessions

Also referred to as temporary sessions, special sessions are practitioner-specific sessions, when the practitioner is available for different sessions over a range of dates. Special sessions override standard sessions for the practitioner.

Days absent

The days on which a practitioner will usually be absent.

For example, suppose your practice has six practitioners.

Your practice runs two default standard sessions per day - 9:00 AM to 12:00 PM and 12:30 PM to 4:00 PM.

In the Session Details window for your Appointment Book, record the default sessions for each day. Because you have set up default standard sessions, it is not necessary to set up practitioner-specific standard sessions. Each practitioner follows the default standard plan.

A new practitioner then joins the practice. Unlike the other practitioners, they are only available until 3:00 PM each day.

To record their practitioner-specific session plan:

Delete all of the default standard session plans for each day.
Record practitioner-specific standard session plans for each day for the new practitioner and all the other practitioners.