1. Booking an appointment
From the patient's profile
Visit the patient's profile
Navigate to the Appointments tab
Click "+ Book appointment"
You will be directed to follow the below steps
Note: when booking from a patient's profile, the patient will automatically be selected
From the calendar page
Click either on the calendar itself, or on the "+ New booking" button
Select the patient's name from the dropdown
Select the appointment type from the dropdown
Note: by selecting an appointment type, any configured actions from the appointment type settings will also be applied.
Select any relevant team member(s)/room(s) from the dropdown
Note: if you wish to book with a whole team or room, rather than an individual, you can do that via the drop down
Select an available time (based on the chosen team members availability) from the appointment slot selector
Choose an appointment type - in person, virtual or phone call
Add any additional internal or patient facing notes, then click "Book Appointment"
The appointment will appear on the calendar and the patient will receive a confirmation email
2. Editing and moving an appointment after it has been booked
There are now two ways to edit/move appointments:
Navigate to the appointment you would like to edit from the calendar view and click it to open the appointment card on the right
Amend the appointment accordingly
Hit 'Save' - you will be asked to confirm the change
Alternatively, you can now drag the appointment to move it:
Navigate to the appointment you would like to move/edit, from the calendar view, and drag it to move it
A pop up will appear to confirm the request to move the appointment
Select "move" then "save and notify"
3. Copying an appointment after it has been booked
Navigate to the appointment you would like to copy from the calendar view and drag it to move it
A pop up will appear to confirm the request to move or copy the appointment
Select "copy" then "save and notify"
A second instance of the appointment will appear in the calendar which can be moved in the same manner
4. Cancelling an appointment
To cancel an appointment, click on it in the calendar page to open full view
Use "...More" and select "Cancel appointment"
You will be asked to confirm
5. Viewing and editing your calendar from calendar view
There are now new and improved ways of viewing your calendar.
From the calendar view, you can now:
Reorder columns by dragging the names of the resources to change their order on the calendar
Switch between resources by clicking on the top one in the list and using the up and down keys to switch between their individual calendars - really useful on the weekly and monthly calendars!
Hover over any appointment for a quick summary without opening it
See appointment status at a glance with new status icons
A live countdown on your personal home page shows the time until your next appointment