Recurring Appointments via the Patient Explorer

Before you begin

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

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

Procedure

  1. Ensure you have opened a patient's record, and are viewing the Patient Explorer.
  2. Select the Bookings margin menu item.
  3. In the Patient Bookings window, click New.
    In the New Appointment Wizard window:
    • The patient's name is automatically displayed in the Patient field.
    • The Status field is initially inactive, with Booked selected by default. This field becomes active when the patient arrives and the status is changed via the Waiting Room.
  4. Select a Practitioner from the Practitioner list. Only practitioners recorded in Bluechip will be available.
  5. Select the purpose of the booking from the Type list.
  6. Enter an appointment duration time if necessary. The duration defaults to the default time recorded for the selected Practitioner, via the Appointments tab of Practitioner Setup.
  7. 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.
  8. Tick the Make Multiple Recurring Appointments check box.
  9. Click Next.
  10. In the Create Recurring Appointments window, enter a date for the first appointment in the Date field manually, or click Calendar button Calendar and select a date.
  11. Enter the number of appointments you want to book.
  12. 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. (This option is not available if you selected Day in Time Between Bookings.)
  13. Enter a preferred time for the appointment in the Best Time field, or click Clock button Clock and select a time.
  14. Select the number of double-ups you will permit.
  15. Select whether or you will allow double-bookings.
  16. Click Next.
  17. In the Revise Recurring Appointments window, check that this appointment's schedule is suitable. You can also print the list from here.
  18. If you want to make any edits, click the required cell and make the change manually.
  19. If a Next button appears, click it and review any warnings about the appointments you want to record in 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.