Book an Appointment for a new Patient from the New booking button

New patients, that have never been to the Practice before, will not have a file on the Practice's system. 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.


  • Click on the New Booking button to create a new booking on the Diary on the top right side of the Diary Screen.


  • 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, 8:31 AM