Adding an Appointment: Difference between revisions
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= | === <big><u>How to add an appointment?</u></big> === | ||
1)Double click on the white space in the diary | 1)Double click on the white space in the diary | ||
2)Choose the preferred appointment type, choose the duration of the appointment and add any additional notes. (make sure the | 2)Choose the preferred appointment type, choose the duration of the appointment and add any additional notes. (make sure the patient's name is correct, if not click the magnifying glass icon to change the patient) | ||
3)Click if you would like to send the | 3)Click if you would like to send the patient an SMS or email confirmation or would like to send documents to ‘[[PearlPad]]’ (can be ‘[[Patient Portal]]’) | ||
(The appointment text can be editable E.g. ‘Exam’ could be changed to ‘Exam NP’) | |||
[[File:Adding a new Appointment.png]] | [[File:Adding a new Appointment.png]] | ||
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[[File:Save Icon .png]] | [[File:Save Icon .png]] | ||
== | === <u><big>Find A Slot Utility</big></u> === | ||
1) Go to the top of the diary and click the small calendar symbol by the | 1) Go to the top of the diary and click the small calendar symbol by the practitioner's name | ||
[[File:Find a Slot 1.png]] | [[File:Find a Slot 1.png]] | ||
2) The [[Find a Slot|Find A Slot]] Utility can search for these following criteria | 2) The [[Find a Slot|Find A Slot]] Utility can search for these following criteria in unison: | ||
* A specific staff | * A specific staff member's free slots in the diary | ||
* Desired appointment length. | * Desired appointment length. | ||
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* Can search up to a certain amount of months in advance, | * Can search up to a certain amount of months in advance, | ||
* After and Before a certain | * After and Before a certain times | ||
* Specific days of the week | * Specific days of the week | ||
* 2nd Appointment is where you can book an appointment back to back for the same patient | * 2nd Appointment is where you can book an appointment back to back for the same patient | ||
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3) Click search once you are happy with your search criteria | 3) Click search once you are happy with your search criteria | ||
4) Find and then double click the | 4) Find and then double click the patient's desired time slot | ||
5) Pearl will then take you to the desired time | 5) Pearl will then take you to the desired time. Add an appointment where Pearl has marked in green. | ||
[[File:Find a slot 3.png]] | [[File:Find a slot 3.png]] | ||
6) Fill out adding a new appointment field as explained above | 6) Fill out adding a new appointment field as explained above | ||
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Latest revision as of 11:35, 13 September 2022
How to add an appointment?
1)Double click on the white space in the diary
2)Choose the preferred appointment type, choose the duration of the appointment and add any additional notes. (make sure the patient's name is correct, if not click the magnifying glass icon to change the patient)
3)Click if you would like to send the patient an SMS or email confirmation or would like to send documents to ‘PearlPad’ (can be ‘Patient Portal’)
(The appointment text can be editable E.g. ‘Exam’ could be changed to ‘Exam NP’)
4)Then click save.
Find A Slot Utility
1) Go to the top of the diary and click the small calendar symbol by the practitioner's name
2) The Find A Slot Utility can search for these following criteria in unison:
- A specific staff member's free slots in the diary
- Desired appointment length.
- Can search up to a certain amount of months in advance,
- After and Before a certain times
- Specific days of the week
- 2nd Appointment is where you can book an appointment back to back for the same patient
3) Click search once you are happy with your search criteria
4) Find and then double click the patient's desired time slot
5) Pearl will then take you to the desired time. Add an appointment where Pearl has marked in green.
6) Fill out adding a new appointment field as explained above