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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.
Manually Add a Practitioner to the Appointment Book
Manually add a practitioner to the Appointment Book

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

Manually Add a Practitioner to the Appointment Book

Manually add a practitioner to the Appointment Book

Procedure

Open the Appointments module, either:
- Click Appointment Book.
- Select Waiting Room > Appointment Book.
Select Setup > Practitioners.
In the Practitioner Details window, click Add.
In the Add Practitioner window, in the Practitioner Code field, enter up to four characters, for example, the user's initials. Pracsoft uses this code to identify users and practitioners. Each practitioner code must be unique.
In the Location field, enter the location at which the practitioner practices. Later, if you intend to add this practitioner to Pracsoft, you must enter the same location description.
Enter the Practitioner's name into the associated text box. Later, if you intend to add this practitioner to Pracsoft, you must enter their name exactly as it appears here. For example if you type Dr. James Jones, you cannot then enter Dr James Jones in Pracsoft because Pracsoft will assume that the missing full stop after Dr indicates that this is a different user.
Click Save.
To ensure the practitioner is visible to the Appointment Book, in the Practitioner Details window, set Use.
Click OK.

Results

The practitioner is added to the list of those available to the Appointments module.