Appointments

Practice → Appointments is the diary of the practice. An appointment is a time slot with a patient, a practitioner and a reason, and a status that follows the visit.

The diary

The diary opens on the week, one colour per practitioner. The panel on the side filters the practitioners shown. Switch to the list to read the appointments in rows: start, duration, patient, practitioner, reason and status.

The search offers:

  • To Come: appointments planned, confirmed or with the patient arrived;

  • Seen and No-Show;

  • Date, and grouping by Practitioner or Appointment Status.

Book an appointment

  1. Click the slot in the diary, or New.

  2. On the Patient tab, Practice Appointment is ticked: choose the Patient.

  3. Check the Practitioner (you, by default) and type the Reason for Visit.

  4. Adjust the time if needed, then save.

The Patient field offers the patients of the practice. For a new patient, create the card first in Practice → Patients.

An appointment is a calendar event: it also shows in the calendar of its attendees.

The status of an appointment

Status

Meaning

Planned

Booked.

Confirmed

The patient confirmed.

Arrived

The patient is in the waiting room, or the consultation has started.

Seen

The consultation is closed.

No-Show

The patient did not come.

Cancelled

The appointment will not take place.

The buttons at the top of the appointment change it:

  • Confirm, on a planned appointment;

  • Patient Arrived and No-Show, on a planned or confirmed appointment;

  • Cancel Appointment, until the patient is seen.

Start the consultation

Click Start Consultation on the appointment. The consultation opens with the patient, the practitioner, the date and the reason of the appointment; the first click creates it, the next ones reopen it.

The appointment then shows Arrived, and Seen once the consultation is closed. Its Consultations button opens the consultation again.

What’s next