Booking an Appointment

Once you have an active patient you can then take them into the appointment diary, to do this you single click on the appointment icon along the bottom of the screen.

The appointment diary will open with the clinic for today as the first clinic on the very left-hand side of the screen. If you do not have a clinic available today, then the left-hand clinic column will be populated with the earliest upcoming clinic. The name of the active patient will be displayed at the top of the screen.

To navigate through the appointment diary, you can either use the arrows or the calendar at the bottom of the screen.

The double arrows will move the calendar forward or back six clinics so that you are presented with six new clinics to view.

The single arrows will move the calendar forward or backward one clinic only.

Selecting a day from the calendar will move the diary so that the selected day is the first clinic on the left-hand side of the screen.

Booked appointments are shown by displaying the patient name in the appointment slot. The appointment slot may also be coloured depending on how your system has been configured.

Available appointment slots will be white and will not have any text displayed.

Once you have found an available appointment double click on the available slot.

This will open the edit appointment form.

From the Type drop-down select the appointment type you wish to book.

If you need to make any notes about this appointment you can do this in the Notes section.

This notes section is ideal for recording any symptoms the patient may be experiencing. Not only will they be saved against the patient’s appointment (so they are in a logical place for the optometrist to find before seeing the patient) but they are also saved with a time and date stamp in the patient activity notes. Other examples of notes that could go in this box include notes like driving no drops, Pre-Cat, Post-Cat, Broken Specs, Struggling with reading.

You then need to save the appointment, there are several save options available, any that are not relevant for this patient will be greyed out.

• Save with SMS will save the appointment and send the patient a text message confirming their appointment.
  
• Save with receipt will save the appointment and print a slip on the receipt printer with the patient appointment information on.
  
• Save with email will save the appointment and send the patient an email confirmation.
  
• Save will just save the appointment into the diary without generating any form of communication.

The edit appointment form will close automatically after you have pressed one of the save options.

To close out of the appointment diary, click the close button.