Making a Theatre Booking

Making a theatre booking follows the same procedure as all other appointment types.

Before you begin

This can done via the Patient's Record > Bookings margin menu item, or via the Practice Explorer > Appointment Book margin menu. The difference between these two methods is in how the appointment fields are pre-populated:

  • When coming via Bookings, click the New button and select the appropriate practitioner from the drop-down list. The patient's name is populated automatically.
  • When coming via the Appointment Book, and selecting the Practitioner, Date and Time slot of the first appointment (prior to adding an appointment), these fields are populated automatically within the new appointment screen. You must then select the appropriate patient.

    Regardless of how you create a new appointment, it will be available in both Bookings and the Appointment Book (always cross referencing).

About this task

For this example, the appointment is made via the Appointment Book.

Procedure

  1. Within the Practice Explorer, select the Appointment > Book margin menu. This will automatically display today's appointments for each practitioner.
  2. From the Practitioner drop-down list, select the appropriate practitioner, and then from the calendar tool select the required date. All appointments recorded and available for that day will be displayed.Example: Dr. Gisele Emmett has 'New' and 'Review' patients in the morning with 1 New appointment, and Theatre all afternoon with 1 Theatre appointment available at 4:30pm.
  3. Click in the time > slot to select the appointment time.
  4. Either double-click the slot, or right-click it and select Add Appointment from the menu that appears to display the New Appointment Wizard.
  5. Enter the patient's surname into the Patient field, click the

    button search for and select the correct patient.
    • The Type field defaults to 'Theatre' if the time slot selected was pre-configured as a Theatre time slot. If you discover that this slot was pre-configured as a different type, you can manually select 'Theatre' from the drop-down list instead.
    • The Duration will also default to the pre-configured duration, and can be modified manually if desired.
    • The Referring > Doctor field automatically populates with the doctor associated with the patient's most recent, current referral (if attached to the patient's record). You can create a new referral via this window if desired, by clicking the drop-down arrow within the Referring Doctor field, and then clicking

  6. Tick the Make multiple recurring appointments check box if required.
  7. Click Next A Comment field is provided for recording ancillary information regarding the patient's theatre booking.
  8. Click Next If there is a concern with the booking at this point a Review Appointment Warnings screen will display and advise.
  9. Click Finish to record the booking. The new booking is also entered in Bookings within the Patient's record.

Results