Create an Appointment

 

Select if the appointment is for a Client or a Meeting by clicking on one of the radio buttons

If Client Appointment selected

Choose a Client from the list

OR

If Meeting appointment selected, then the Select a Meeting Type field becomes enabled

Choose a Meeting Type from the list

OR

Click Casual

OR

Click the New Client button to add a new Client

 

If the Client has a Red Flag note or an Outstanding Balance then these items are flagged by the appropriate icon when their name is added to the appointment, as above. Hovering over the icon will display the actual Red Flag note or the actual Outstanding amount.

 

Click this button to add a New Client into the database.

     

Choose the appropriate Consultation Type for this appointment. Consultations types can be grouped into Categories for ease of reference.

 

If a Client has a referral nominated in the Current Referral then that referral will be attached to each new appointment created AFTER the referral has been created.

The referral details are displayed in the Referral field followed by the Referrers Provider Number, number of Appointments this Year (18) and Appointments Remaining (1) on that referral also being displayed. If there is no referral selected for the appointment the Remaining field is set to N/A.

Otherwise, Select the appropriate Referral from the dropdown list.

 

Click the + at the right of the Referral field and follow these instructions to Add a New Referral.

 

 

 

A referral can be updated or viewed in Client Details > Referrals.

Choose the Start date by clicking on the down arrow

This displays a calendar with which you can select the date of the appointment

OR

Type the date into the field

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.

 

Note: Appointments can be moved around the calendar by dragging and dropping.

 

A reminder can be set on the appointment to pop up at a designated time prior to the start of the appointment.

Select the Practitioner the appointment has been created for.

A warning displays if the Practitioner chosen is not the Practitioner selected in the Client Details

 

This is set by default to the location set within Practitioner Availability for the time of the Appointment.

Add any notes relating to the appointment here.

Select the Status of the appointment.

OR

This box can be ticked to indicate that the Client has arrived. It changes the icons displayed in the appointment book.

Tick the type of Reminder the client wishes to receive. 

Appointment Created shows the date in which the appointment was first created.  This may not be changed.

Appointment Created By shows who first created the appointment.  This may not be changed.

Tick the Cancelled box if the appointment/meeting has been cancelled. 

The Cancellation Reason drop down list will be displayed

Select the appropriate Cancellation Reason

 

Click OK to finish creating the appointment.

Click to Cancel the entering/editing of the appointment.