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
    • add a note
    • add labels
  • 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.

Adding notes

Notes can be added to appointments using the dot menu on pages where appointments are listed, and are displayed in each list item.

To add a note:

• find the relevant appointment
• click on the dot menu
• click Add note
• enter the note
• click Save

Appointment notes are only visible to staff members.

Once a note has been added, a dot menu will appear to the right of it. From this menu a note can be updated by clicking Update note.

Adding labels

Labels can be used to provide additional context to appointments, such as providing additional instructions to staff members.

They are only visible to staff.

To add labels to an appointment:

• ensure that an administrator has added labels for your organisation
• find the relevant appointment from the patient’s appointments list page
• click on the label button next to the dot menu
• select the labels to add to the appointment
• click Save

The labels will be shown at the bottom of each appointment they’ve been added to.

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.