Adding an Appointment: Difference between revisions

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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.
2)Choose the preferred appointment type, choose the duration of the appointment and add any additional notes. (make sure the patients name is correct, if not click the magnifying glass icon to change the patient)


3)Click if you would like to send the patients an SMS or email conformation or would like to send documents to ‘[[PearlPad]]’ (can be ‘[[Patient Portal]]’)
3)Click if you would like to send the patients an SMS or email conformation or would like to send documents to ‘[[PearlPad]]’ (can be ‘[[Patient Portal]]’)
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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)
4) Find and then double click the patients desired time slot
 
5) Pearl will then take you to the desired time, then add an appointment where Pearl has marked in green.
 
[[File:Find a slot 3.png]]
 
6) Fill out adding a new appointment field as explained above

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