Appointments are created directly within the Calendar on the Practitioner Application. Appointments are assigned to Patients, and can record start and end times, treatments, and the Clinic resources required.
- From the Home Screen, tap the “Calendar” Option.
- Select the view that best suits for making the appointment.
- Tap the “+” add button.
- The Appointment window will slide in from the right hand side of the screen.
- Cancel Cancel the Appointment and return to the Calendar.
- Save Save the Appointment.
- Patient Select a Patient to assign the Appointment to, or create a new Patient.
- Room Assign a Room resource to the Appointment.
- Equipment Assign an Equipment resource to the Appointment.
- Treatment Assign a Treatment to the Appointment.
- Starts Record a Start Time.
- Ends Record an End Time.
- Practitioner Assign the Appointment to a Practitioner.
- All-Day Creates an All Day event.
- New Patient Flags the Appointment as one for a New Patient.
- Blocker Creates a block of Time.
- Notes Record notes for the Appointment.
- Tap “Patient” to bring up your Patient List.
- Select the Patient for which you wish to make the appointment.
- If the Patient is not in the list, you can create a New Patient, by tapping “Add new Patient”.
- Once selected, the name of the Patient will appear in the Appointment window screen.
- Tap “Room” and “Equipment” to assign resources to the Appointment. A list of the respective resource will appear for you to select.
- Tap “Treatment” to assign a treatment to the Appointment. A list of Treatments will appear for you to select.
- Tapping “Starts” will drop down a rotating calendar from which you can select a start time for the Appointment.
- Tapping “Ends” will drop down a rotating calendar from which you can select an end time for the Appointment.
- Tapping the Practitioner Name will allow you to assign the Appointment to a Practitioner.
- If the event is an all day event, such as a holiday or training, then selecting the “All-Day” option will remove the need of assigning a Patient and allow a text entry box to record the event description. This description will appear at the top of the day in day view.
- If you wish to record the patient as a new patient toggling the “New Patient” switch will place a new patient flag on the Appointment.
- “Blocker” allows you to create an appointment without assigning a Patient. It should be used for creating blocks of time where Patient Appointments can’t be created, such as lunch. If selected, a text box will replace the Patient Name, allowing you to type in a description for the Blocker.
- If required, you can attach a note to the Appointment by typing into the Note box at the bottom of the Appointment Window.