QG - Create an Appointment

Please click here to see the video on Adding an Appointment
 
With the Appointment Book open
Right click and select New Appointment  OR double click on the calendar, in the relevant spot
 
The Edit Appointment form will display. For full details on all of the fields in the Edit Appointment screen click here.
 
By default a Client Appointment will be created
  • To create a Meeting click here
  • To create a Casual Appointment click here
 
 
Client Name: Choose a Client from the list
  • To add a New Client while creating the appointment click here
 
Consultation Type: Select the appropriate Consultation Type for this appointment
 
Referral: If a Client has a Current Referral then that referral will default into the appointment
  • To select a different referral click on the drop down arrow
  • To remove that referral click on the X
  • To add a new Referral click on the + and go here
  • To add a referral after making the appointment click here (not recommended)
 
Date and time: This will default in if the Appointment date has already been selected in the calendar.
Choose the Start Time by clicking on the up and down arrows OR type the time into the field
Follow the same steps above to update the End Time if required
 
Practitioner: The Practitioner will default in from the calendar selected
 
Location: This will default in from the Practitioners calendar.
  • Click here for details about Practitioner Availability.
 
Notes: Add any notes relating to the appointment in here.
 
Reminders: Tick the type of Reminder the client wishes to receive. 
  • Click here to see how to make the Reminder tick default in when creating a new appointment.
 
Click OK to save your appointment