Non-Patient Appointments

Add non-patient appointments to the Appointment Book alongside other types of appointments.

Before you begin

A non-patient appointment might include staff training sessions, or visits by drug company representatives.

Procedure

To add a non-patient appointment:
  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. Ensure you are in 'Week' view.
    2. Select the Practitioner for whom you want to assign the appointment, using the associated drop-down list.
    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. Ensure you are in 'Day' view.
    2. Locate the time you want to start the appointment. Then, click and drag your mouse across multiple columns/rows to select multiple slots simultaneously. In the example below, we have selected a session from 10:00 to 10:30, for two practitioners.
    3. With the appointment slots selected, type in some text to describe the non-patient appointment. The example below shows that Staff Training has been scheduled.
    4. With the appointment slots selected, type in some text to describe the non-patient appointment.
    5. Press CTRL+Enter.

Results

The non-patient appointment block now appears in the Appointment Book. For example: