Book an Appointment for a new Patient from the Diary Timeslot
New patients that have no files on the Practice's system will be able to make a booking, but their file needs to be created upon arrival at the practice, therefore the patient needs to present all their relevant documentation to open a file.
- This user manual will start on the Diary screen.
- Double-click on the timeslot, where you wish to make the booking.
- The Add/Edit booking screen will open.
- Complete all the Debtor- and Patient Details information, in order to save the booking.
- Please note: If a Debtor is on Medical Aid, the Debtor's detail can also be imported by clicking on the Import Debtor button on the Debtor Details screen.
- Please note: If the Patient and Debtor are the same person, click on the Duplicate Debtor button to copy all Debtor details over to the patient.
- Click on the Save button to Save the booking.
- The booking will now appear on the Diary screen.
Last modified: Friday, 1 September 2023, 8:23 AM