Recurring Appointments from the Patient Record

Schedule recurring appointments via the patient's record Bookings menu, or via the Practice Explorer > Appointment Book.

Before you begin

The procedure is virtually identical, except for the possibility of automatically populated fields, depending on the work area accessed:
  • Via Bookings: Click the New button and select the appropriate Practitioner from the list. The Patient's name is automatically populated.
  • Via the Appointment Book: Select the Practitioner, Date and Time slot of the first appointment prior to adding the appointment. This information is automatically populated in the new appointment screen. Selecting the appropriate Patient is required from this work area.

    Regardless of which method you use, the appointment will be available in both Bookings and the Appointment Book.

Procedure

  1. For this example, the appointment is made through the Appointment Book. Access Practice Explorer > Appointment Book from the margin menu. This will automatically display today's appointments for each Practitioner. From the calendar tool, select the required date. All appointments recorded for that day are displayed.
  2. Click in the time slot for the appropriate practitioner to select the appointment time.
  3. Double-click the slot to display the New Appointment Wizard, or right-click and select Add > Appointment.
  4. Enter the Patient's surname into the Patient field.
  5. Select the Type of appointment from the list.
  6. The Referring Doctor field automatically populates the patient's most current referral (if attached to the Patient's record) and referring doctor. If required, a new referral can be added via this screen by clicking the drop-down arrow and then clicking the Add button.
  7. Tick the Make multiple recurring appointments check box.
  8. Click Next
  9. Optionally, enter any relevant information about the patient's appointment in the Comment field.
  10. Click Next.
  11. In theCreate Recurring Appointments screen, the Date of first appointment will automatically populate from the selection made via the Appointment Book. You can change it if necessary.
  12. Enter the Number of appointments the patient requires.
  13. Enter the Time between bookings, for example, 3 Months.
  14. Depending on the period you selected at Step 12 the Best day/date in period field changes accordingly. If you selected Month, you can use this field to specify an actual day date, for example, 6th.
  15. Specify a Best time for the appointment; either manually or via Clock button Clock.
  16. Select the number of double-ups you will permit.
  17. Select whether or you will allow double-bookings.
  18. In the Revise Recurring Appointments window, check that this appointment's schedule is suitable. You can also print the list from here.
  19. If you want to make any edits, click the required cell and make the change manually.
  20. In the Revise Recurring Appointments window, check that this appointment's schedule is suitable. You can also print the list from here.
  21. If you want to make any edits, click the required cell and make the change manually.
  22. If a Next button appears, click it and review any warnings about the appointments you want to record in the Review Appointment Warnings window.
  23. Click the Finish button when you are ready to record the range of multiple appointments. The new appointments are also entered in the Appointment Book.

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.