Appointments

Patients’ appointments can be found by doing the following:

1. search for a patient
2. click on the dropdoown menu on the left of their names
3. click Appointments

The patient’s appointments may then be filtered by a number of criteria, including the relative date, and whether the appointment is cancelled or not.

For each appointment in the list, the following is available:

• an indication of whether the patient confirmed the appointment or not
• list of items associated with the appointment:
  • invoices
  • lab posts
  • treatment posts
• a dropdown menu allowing for the following actions:
  • addition of items associated with the appointment:
    • create an invoice
    • create a treatment post
    • create a lab order
  • cancellation of the appointment
  • sending a reminder via email to the patient

Creating appointments

Once an administrator has configured appointment settings for your practice, appointments can be booked for patients.

To create an appointment for a patient, the following steps may be followed:

• visit the appointment grid
• click on an open time slot for the given day to schedule the appointment for
• either select or create a patient from the dialog that appears
• select a type of appointment
• choose whether to send a confirmation via email to the patient or not
• click Book appointment

Once booked, the appointment will appear on the appointment grid, as well as the patient’s appointments page, and in the patient portal.

Confirmation of appointments

Once an appointment has been created, a patient will be able to confirm their attendance to the appointment.

Patients are able to do this either via the confirmation email sent when creating an appointment, or from the appointments list they have access to in the patient portal.

Once a patient has confirmed the appointment, appointment confirmed will appear alongside the appointment in the patient’s appointments list.

Cancellation of appointments

Appointments have restrictions as to when they may be cancelled, depending on whether a staff member or patient is attempting to cancel the appointment.

For staff, an appointment can be cancelled up until the end of the day of the appointment.

For patients, appointments may be cancelled via the patient portal if the start time of the appointment is far enough in the future, as determined by the appointment settings for the location the appointment is associated with.