Creating An Appointment - Basics

Appointments can be created by using the efficient ‘Availability Finder’, or by double clicking a time slot in the calendar view. The latter is called ‘Easy Appointments’ and detailed under ‘Creating an Appointment – Extended’

Creating appointments requires that you have populated your Products and Staff Rota. This ‘Basics’ overview assumes your patients have been pre-populated for you to select accordingly.

 

Availability Finder

Click the  button at the top of your screen.  The screen entry form is broken down into different sections as Appointment Details, Products, Availability Finder, Booking Details and Appointment Notes.

Select the patient for whom the appointment is to be created by typing their name in the Patient field.

You will be provided with options for patients matching that name. If not, you will be presented with a new patient form for you to add the patient details accordingly.

By clicking in to the field, select the ‘Product’ required for the appointment.  If your product isn’t immediately visible, use the scroll bar to the right of the selection window.  If you are still unable to locate it, you may not have set it as ‘Active’.

If you have selected the wrong product for the appointment, click the button to the far right of the product detail.  You can then make the correct selection or selections.

Clinic-Assist will immediately search for the first available appointment starting from the current time and date. The 'normal' search will look only for availability of a clinician(s) exactly matching the clinician(s) specified in the product itself.  If for example, the product(s) selected required a Technician for 10 minutes, followed by a Nurse for 45 minutes, the availability finder will search for precisely that (in that order) and display the details under ‘Booking Details’.

Finally, save the appointment as ‘Reserved’ (pencilled in) or ‘Pending’.  Saving as ‘Pending' assumes a confirmed booking and you will be presented with the option of sending a confirmation to your patient via email or SMS (if enabled).

 

 

 

You will see your confirmed appointment in your appointment calendar, colourised accordingly.