Understanding the Appointment Book workflow

The appointment book workflow in Bp Premier covers all of the events from booking an appointment to processing payment by the patient.

Every practice is different, but the appointment book workflow for front desk and providers will often look like:

  1. An appointment is booked from the Appointment Book.
  2. The patient is arrived and automatically added to the Waiting Room.
  3. The provider starts the visit from Waiting Room and begins the consultation.
  4. The provider finalises the visit in Patient Record and ends the consultation.
  5. The patient's account (invoice) is created or finalised from the Appointment Book.
  6. Payment from the patient is processed at reception (for private practice fees).
  7. The appointment is closed.

Last updated 23 July 2020

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