Single Appointments via the Patient Explorer

Before you begin

Appointments: Current Patient w/ Current Referral Appointments for an Existing Patient with a Current Referral Running Time: 01:02

Appointments: Current Patient w/ Expired Referral Appointments for an Existing Patient with an Expired Referral Running Time: 01:10

Appointments: For New Patients Appointments for New Patients Running Time: 01:24

Appointments: Managing Referrals via Appointment Book Managing Referrals from the Appointment Book Running Time: 01:12

Appointments: Modify Via Calendar & Time Controls Appointments: Modifying Via Calendar and Time Controls Running Time: 01:36

Appointments: Modify Via the Wizard Appointments: Modifying Via the Wizard Running Time: 02:55

Appointments: Printing a List Printing an Appointment List Running Time: 00:50

Appointments: Modify via Appt Book Appointments: Modifying from the Appointment Book Running Time: 00:52

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

Adjustment: Cancelling Appointments Cancelling Appointments Running Time: 02:42

Appointments: Deleting Appointments Deleting Appointments Running Time: 01:37

Appointments: Double Booking Double Booking Running Time: 03:50

Appointments: Finding a Booking Finding a Booking Running Time: 00:37

The following information relates to creating a single appointment via the patient's record. You can also create an 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. The Patient Bookings window appears.
  3. Click New The New Appointment Wizard appears. As you are recording a new booking via a patient's file, 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. Click Next.
  9. In the Create Single Appointment window, enter a date for the appointment in the Date field via one of the following methods:
    • Manually enter a date.
    • Select a date from the calendar by clicking Calendar button Calendar.
    • Find a free slot in the Appointment Book for the selected Practitioner by clicking Appointment Book icon Appointment Book.
    • Find a free slot in the appointment book for other Practitioners by clicking Find Slot.
  10. Enter an appointment time in the Time field or click Clock icon Clock to select an appropriate time
  11. (Optional) Select a priority for the booking. This is necessary only if there is a double-booking.
  12. (Optional) Enter any relevant comments in the Comments field.
  13. Click Finish.

Results

You are returned to the Patient Bookings window, where the new appointment details are now available. The new appointment is also entered in the Appointment Book.