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 Practice Explorer 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.
    Example of one doctor's schedule
  5. Select the period of schedules you want to display, for example, Work Week. You can also use the calendar at the right 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 buttonEllipsis 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. Select Make Multiple Recurring Appointments > Next.
  12. In the Create Recurring Appointments window, if you want to change the date of the first appointment, enter a new date in the Date field manually or click Calendar icon Calendar and select a date.
  13. Enter the number of appointments you want to book.
  14. 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.
    • Optionally, enter a Best Day / Date in Period. (This option is not available if you selected Day in Time Between Bookings.)
  15. Enter a preferred time for the appointment in the Best Time field, either manually or click Clock button Clock and select a time.
  16. Select whether or you will allow double-bookings.
  17. Select the number of double-ups you will permit.
  18. Click Next.
  19. In the Revise Recurring Appointments window, check that this appointment's schedule is suitable. You can also print the list from here.
  20. If you want to make any edits, click the required cell and make the change manually.
  21. If a Next button appears, click it and review any warnings about the appointments you want to record in the Review Appointment Warnings window.
  22. In the Review Appointment Warnings window, click Finish.

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.