Planned Appointments - Revision history

Charlie Garner at 14:01, 8 September 2022

2022-09-08T14:01:55Z

← Older revision		Revision as of 14:01, 8 September 2022
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	=== <u><big>Booking a planned appointment - Find a slot</big></u> ===		=== <u><big>Booking a planned appointment - Find a slot</big></u> ===
	1) Double click on the planned ~~appoint~~ from the [[patient appointment snapshot]]		1) Double click on the planned appointment from the [[patient appointment snapshot]]

	[[File:Planned appt 3.png]]		[[File:Planned appt 3.png]]

2022-09-08T13:57:13Z

Booking a planned appointment - Find a slot

← Older revision		Revision as of 13:57, 8 September 2022
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	=== <u><big>Booking a planned appointment - Find a slot</big></u> ===		=== <u><big>Booking a planned appointment - Find a slot</big></u> ===
			1) Double click on the planned appoint from the [[patient appointment snapshot]]

			[[File:Planned appt 3.png]]

			2) This will bring up the find a slot utility, to find out how [[Find a Slot]] works click [[Adding an Appointment\|here]]

			=== <u><big>Booking a planned appointment - Drag and drop</big></u> ===
			1) If you’ve already found space in the diary the planned appointment can be drag and dropped straight into the diary slot from the [[patient appointment snapshot]]

			[[File:Planned appt 3.png]]

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2022-09-08T12:09:24Z

Booking the planned appointment - adding an appointment

← Older revision		Revision as of 12:09, 8 September 2022
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	=== <u>Creating a planned appointment</u> ===		=== <u><big>Creating a planned appointment</big></u> ===
	1) To create a planned appointment select planned on the [[patient appointment snapshot]] at the top of Pearl.		1) To create a planned appointment select planned on the [[patient appointment snapshot]] at the top of Pearl.

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	[[File:SaveIcon.png]]		[[File:SaveIcon.png]]

	=== ~~'''~~<u>Booking ~~the~~ planned appointment - ~~adding~~ an appointment</u>~~'''~~ ===		=== <u><big>Booking a planned appointment - Adding an appointment</big></u> ===
	1) After you have [[added an appointment]] then if the criteria match (start date for the appointment is after the ‘book after date’, same staff member and duration space) then the planned appointment will be automatically filled in for you.		1) After you have [[added an appointment]] then if the criteria match (start date for the appointment is after the ‘book after date’, same staff member and duration space) then the planned appointment will be automatically filled in for you.

	[[File:Planned Appointment 3.png\|470x470px]]		[[File:Planned Appointment 3.png\|470x470px]]

	2)		2) Then click save
			[[File:SaveIcon.png\|none\|thumb]]

			=== <u><big>Booking a planned appointment - Find a slot</big></u> ===
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2022-09-07T16:30:57Z

← Older revision		Revision as of 16:30, 7 September 2022
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	[[File:SaveIcon.png]]		[[File:SaveIcon.png]]

	=== '''<u>Booking the planned appointment -~~booking manually~~</u>''' ===		=== '''<u>Booking the planned appointment - adding an appointment</u>''' ===
	1)		1) After you have [[added an appointment]] then if the criteria match (start date for the appointment is after the ‘book after date’, same staff member and duration space) then the planned appointment will be automatically filled in for you.

			[[File:Planned Appointment 3.png\|470x470px]]

			2)

2022-09-07T15:15:25Z

← Older revision		Revision as of 15:15, 7 September 2022
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	=== <u>~~How to~~ create a planned appointment?</u> ===		=== <u>Creating a planned appointment</u> ===
			1) To create a planned appointment select planned on the [[patient appointment snapshot]] at the top of Pearl.

			2) Click add Planned Appointment

			[[File:Planned appointment.png]]

			3) Enter the relevant details for this specific patient, (you can add people to the [[wait lists]] here, with the drop down at the bottom)

			[[File:Planned appointment1.png\|450x450px]]

			4) Once you are happy click save.
			[[File:SaveIcon.png]]

			=== '''<u>Booking the planned appointment -booking manually</u>''' ===
			1)

2022-09-05T12:31:12Z

Created page with "=== <u>How to create a planned appointment?</u> ==="

New page

=== <u>How to create a planned appointment?</u> ===