Scheduling an Appointment

1.    The quickest and easiest way to schedule an appointment is to double-click on a time slot.

The Book Appointment window opens. You can enter up to three appointments simultaneously, if desired.

2.    Enter the patient’s last name and press the tab key to populate names that meet your criteria.

3.    Select the patient from the list by double-clicking the patient name.

4.    Select the patient type.  In this example I entered “f” as a shortcut to get to a follow up
appointment.

5.    Enter any details necessary for the appointment, such as the reason for the appointment.  
In this example Flu shot was added to the Details Field. These details display in the
Appointment Book and will print out on daily patient lists.

6.    Click OK.

7.    A prompt appears displaying the Appointment Alert.  The comments were previously entered
on the Patients Screen. Click OK.

8.    In this scenario, a second prompt appears informing you that the patient does not have a
health card.  Click OK.  Note: If you get a prompt like this, please inform admin staff so that
they can enter the patient’s health card into the system.

9.    The patient appointment has now been scheduled.

You will notice that there is a “?” mark beside the patient name.  This indicates that the
 health card eligibility is unknown.

Understanding Icons that May Appear Next to an Appointment Booking: