Recurring Appointments from the Appointment Book

Book recurring appointments for existing patients.

Before you begin

The following information relates to creating a recurring appointment via the Appointment Book. You can also create a recurring appointment via the patient's record.

Appointments: Recurring or Multiple - Running Time: 02:09

Procedure

  1. Ensure you have elected to access to the Outlook Style Appointment Book, via Practice Explorer Preferences.
  2. From the Bluechip main window, click

    located at the bottom-right. The Practice Explorer appears.
  3. Within the Practice Explorer Margin Menu, select the Appointment Book. The Appointment Book window appears.
  4. Select the practitioner whose appointment schedule you want to display, using the Practitioners drop-down list. You can also use this menu to display the appointment schedules for a group of practitioners. Note that after selecting a group to display, you can show or hide individual members of that group using the secondary Display drop-down list. For example, the first image below shows that a group called Surgeons has been selected, and from that group, only Doctor Kong's schedule is currently displayed. The second image shows the same group, but with both Doctor Kong and Doctor Ayers displayed
  5. Select the period of schedules you want to display, from:
    • Day view
    • Work Week view
    • Week view
    • Month view
    You can also use the calendar at the right-hand side to show different time periods.
  6. To add an appointment, locate an available slot, and then either:
    • Double-click the slot.
    • Right-click the slot and select New Appointment.
  7. In the New Appointment Wizard, click Ellipsis to select a patient to record the appointment for.
  8. Select the purpose of the booking from the Type drop-down list.
  9. Enter an appointment duration time if necessary. The duration defaults to the default time recorded for the selected Practitioner.
  10. The Referring Doctor field automatically displays the patient's most current Referral (if available) and Referring Doctor. If necessary, you can create a new referral via this window, by clicking the drop-down arrow and then clicking Add on the secondary window that appears.
  11. Set Make Multiple Recurring Appointments.
  12. Click Next to continue. The Create Recurring Appointments window appears.
  13. (Optional) If you want to change the date of the first appointment, enter a new date in the Date field manually, or click Calendar and select a date.
  14. Enter the number of appointments you want to book.
  15. Stagger the appointments using the Time Between Bookings fields:
    • Enter the number of days, weeks or months between appointments.
    • Select whether the increment will be based on days, weeks or months using the associated drop-down list.
    • (Optional) Enter a Best Day / Date in Period.

      If you selected Day(s) as your Time Between Bookings, this option will not be available. Likewise, if you selected Week(s), the selection will default to the same day as that of your chosen Date of First Appointment. If however, you selected Month(s), you will have access to a drop-down list of day/date options such as specific days, or 'First Friday of Month', and so on.

  16. Enter a preferred time for the appointment in the Best Time field, either manually or click Clock and select a time.
  17. Select whether or you will allow double-bookings by setting the check box, and then how many 'double-ups' you will permit.
  18. Click Next to continue. The Revise Recurring Appointments window appears.

    Take a moment to confirm that this appointment's schedule is suitable. You also have an opportunity to print the list from here. If you want to make any edits, you can do so now, by clicking within the required cell and manually making the change.
  19. Review any warnings about the appointments you want to record. Click Next to reveal the Review Appointment Warnings window.
  20. Click Finish when you are ready to record the range of multiple appointments.

Results

You are returned to the Patient Bookings window, where the appointment details are now available.

The new appointments are also entered in the Appointment Book.