Booking, the diary, and check-in

Book

1. 1
   Click Book on Overview, Appointments, or the chart.
2. 2
   Choose the patient, doctor, visit type, date, and an open time.
3. 3
   Add an optional reason and internal admin notes.
4. 4
   Click Confirm booking. Availability is checked again when you save.

Open times are grouped into morning, afternoon, and evening. Only times inside that doctor’s hours and visit length are offered. The patient is already filled in if you started from a chart.

The diary and the list

• Calendar — day, week, or month. Click an appointment to open it. Click a day in month view to see that day’s visits.
• Appointments — All appointments for the practice, not one doctor’s list. Change the date range and sort by time. On a phone, sort with Earliest first or Latest first.
• From the row menu: Open chart, Check in (when the visit is scheduled or confirmed), and Cancel (optional reason, then Cancel appointment, or Keep to leave it booked).