Use the Bookings window to quickly view the appointments schedule
for your patients, without having to search the Appointment Book. You can also use the Bookings window to
create new appointments, or to edit, reschedule, cancel or delete
appointments between specified dates.
Procedure
-
Open the record of the patient
whose bookings you want to view.
-
In the Patient Explorer, select
Bookings from the Margin menu. The Patient
Bookings window displays all bookings that have been made for the
patient, with the latest booking highlighted.
- To create a new booking, click New. This opens the
New Appointment Wizard, from which you can create a
new single or recurring
appointment.
- To edit or reschedule a booking, click Edit. This opens
the Edit Appointment Wizard.
- To cancel a booking, select the booking that you want to cancel and then click
Cancel booking. You will be prompted to confirm this
action. The cancelled booking remains visible in the Bookings window with a
black strike-through, but is removed from the Appointment Book.
- To delete a booking, select it and then click Delete
booking. You will be prompted to confirm this action. The
deleted booking is removed from both the Bookings window and the Appointment
Book. To display deleted bookings, tick Show Deleted
Bookings. Deleted bookings are displayed with a
red strike-through.
- To call a window showing the audit trail of bookings, click Show
Audit.
- To print a list of bookings click
Print. Also consider the Bookings Audit Report.