Non-Patient Appointments

Add non-patient appointments to the Appointment Book.

About this task

Examples of non-patient appointments are staff training sessions and visits by drug company representatives.

Procedure

  1. Open the Appointment module. Either:
    • Click Appointment Book.
    • Select Waiting Room > Appointment Book.
  2. If you have multiple Appointment Books in use, select the Appointment Book you want to use via the associated drop-down list.
  3. To add a non-patient appointment for one practitioner:
    1. If necessary, click the Week icon to put the Appointment Book into Week view.
      Section of the Appointment Book with the Week icon outlined
    2. Select the practitioner for whom you want to assign the appointment.
    3. Select an appointment slot. Alternatively, to create the same appointment across multiple days, click-and-drag your mouse across multiple appointment slots.
    4. Type in some text to describe the non-patient appointment.
    5. Press Ctrl+Enter.
  4. To add a non-patient appointment for multiple practitioners:
    1. If necessary, click the Day icon to put the Appointment Book into Day view.
      Section of the Appointment Book with the Day icon outlined
    2. Click the time you want to start the appointment, then drag your mouse pointer across multiple columns/rows to select multiple slots simultaneously.
    3. Press Ctrl+Enter.

Results

The non-patient appointment block appears in the Appointment Book.