-
Get Started
-
Patient
-
Appointment
-
Communication
-
Offerings
-
Staff details
-
Reports
-
Settings
-
Tools
-
Troubleshooter
-
Privacy Policy
-
Billing
Appointment Module
From here, we can schedule appointments to create an appointment, and all appointment-related functions can be performed:
Adding practitioners is a breeze from the initial setup. The added practitioner will be listed on this page, as shown above
1.Adding a schedule to the doctors on this appointment page is a seamless process. Simply click on the three dots near the practitioner name and click on ‘add to scheduler’ to efficiently manage the appointments.
2. The practitioner’s schedule will be added to the appointment page and will be displayed as:
3. Click on schedule to add a schedule to the practitioners:
4. Now click on the practitioner name to add a schedule for the appropriate practitioner. A pop-up will be opened with details to be filled up:
It’s crucial to fill out the necessary details for a practitioner’s schedule accurately. Also, remember that preferences for online booking can be turned on and off when necessary.
5. Click on save to save the details finally for the practitioner appointment:
6. The scheduled time will appear on a colour (colour can be set on basic settings):
Once the schedule has been allotted, unselect the schedule option at the top corner again.
7. Creating an appointment is a common task. There are two ways to do this: one is by using the ‘Create Appointment’ button on the top corner of the page:
8. Once clicked, a pop-up will appear with appointment details to be filled out:
Once you have filled out all the details, please click Save to save the appointment, which will appear on the List.
9. Another way to create an appointment is to click on the time slot on the practitioner schedule and, from there, click on appointment with a patient’s name to create an appointment as shown below:
Once the patient’s name is entered, the add appointment pop-up will be opened. From there, the appointment will be added, and all the details will be filled out.
10. Wait List:
A waitlist is where a patient is asked to wait for a while we’re waiting for a practitioner or a room availability:
11. On clicking Waitlist, a pop-up will be opened, and fill in the details to add a patient to the Waitlist:
Once the details are filled out, click save to add the patient to the Waitlist.
12.Rooms:
Rooms are where patients are sent once the appointment has been created, e.g., an observation room, a scan room, or an ECG room.
13. Click on Rooms: Then click on + near the room name to add a schedule for the rooms:
If any patient has been added, it will be shown on the List here on the room schedule.
14. click on three dots in the right corner of the appointment slot to see more options about appointment settings:
15. Click on Appointment List view to view the List of appointments:
If there are appointments, they will be shown on the List on this page.
16. Click on Practitioner availability to check for the practitioner availability:
17. A pop-up will be opened. Enter the details and search for the practitioner availability:
18. Click on transfer appointments. The appointment can be transferred from practitioner to practitioner for multiple dates or for a single date.
We can even find the practitioner schedule before transferring the appointments to the appropriate practitioner:
19. Click on scheduler settings to change the basic settings of the schedule options:
20. A pop-up will be opened up to set the scheduler settings:
21. Once all the settings have been updated and added, click on save to save the scheduler settings.
22. Click on Scheduler Legen to know the details of the schedule options and their appropriate symbols:
23. You can view the details here:
24. Date Picker: We can choose an appropriate date to view the appointments by clicking on the date option on the left corner of the appointment planner:
25. Day – M-F – Week picker: We can choose the appointments
Click on Day to view Day for a particular day appointment:
26. Click on M-F to check a week’s schedule:
That Week, Monday to Friday appointments can be viewed here:
27. Click on Week to see the Week’s appointment for seven days: