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Appointment Management
Manage appointments at your practice using the appointment book.
Appointment Book Overview
Set up appointments to suit your Practice's requirements.
Practitioner Screen Setup
Customise appointment types for individual practitioners.

Appointment Management
Manage appointments at your practice using the appointment book.
- Appointment Book Overview
  Set up appointments to suit your Practice's requirements.
  - Selecting an Appointment Book
    Select which appointment book is best for your practice.
  - Using the Appointment Book
    Manage patient appointments with the Appointment Book.
  - Practitioner Screen Setup
    Customise appointment types for individual practitioners.
    - Appointment Settings
      Set custom appointment settings for each practitioner.
  - Plan Configurations Screen Setup
    Customise plans and appointment times for individual Practitioners.
  - Using Find Slot
    Use Find Slot to search for the next available appointment for a specific appointment type.
  - Using the Calendar
- Single Appointments
  Create a single appointment from the Appointment Book for new or existing patients.
- Recurring Appointments
  Book recurring appointments from the appointment book, patient explorer or patient record.
- Sending Bulk SMS Reminders
  The SMS Reminders feature can send SMS messages from MedicalDirector Bluechip to a mobile phone.
- Cancelling, Deleting, No Show
- Rescheduling Appointments
- Appointment Comments
- Daily Messages
- Double-Booking Appointments
- Editing Appointments
- Finding Free Appointment Slots
  When recording a new appointment or rescheduling an existing appointment, it may be necessary for you to determine where there is an available appointment slot. The Find Free Appointment Slot module is a convenient way for you to find free appointment slots quickly and easily.
- Printing Appointment Lists
  Print a list of a day's appointments.
- Referrals
  Manage referrals via the Referrals window in the Patient Explorer.
- Theatre Bookings
- Waiting List
  Create and manage a list of patients who are waiting for appointments.
- Bookings
  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.
- Original Appointment Book

Practitioner Screen Setup

Customise appointment types for individual practitioners.

Before you begin

Procedure

Select Setup > Practitioner > Practitioner Details, select the practitioner, and then select the Appointment tab.
Within the Appointment Slot Time field, record the shortest appointment duration the Practice has in its Appointment Book.
Enter the number of Default Level of Appointment Priorities required. This determines the number of priority levels that can be chosen from the drop down list when scheduling an appointment.
Tick the Do not send SMS option if SMS is not required for any Appointment Book function for this practitioner. An SMS opt-out option is also available for each Appointment Type.
There are 12 Appointment Types fields available to customise. Add or edit the Type Description, Abbreviation, and Usual Length for the appointment types needed by this practitioner.

Results

When you set up an appointment for this practitioner, the appointment types you created are available for selection.