Add/Edit Booking Screen Navigation

Why This Matters?

The Add/Edit Booking screen is used to create new bookings or update existing appointments. It brings together the information needed to schedule an appointment and update the booking as needed.

Accurate, consistent booking information supports effective scheduling and helps the practice manage appointments, practitioner availability, and daily workflow more efficiently.

• Start on the Add/Edit Booking screen.

• • For navigation, see Diary Screen Navigation.

Sections

• Booking Details
• Search 
• Debtor Details
• Patient Details

Booking Details

• Diary: The diary this booking will be made on.
• Type: What the patient has been booked for. For setup, see Booking Type Setup.
• Status: The point at which the booking is in your practice workflow. For setup, see Booking Statuses.
• Location: Where the booking will take place in the practice. For setup, see Booking Location Setup.
• Date: When the booking is taking place.
• Time: The exact time of the booking.
• Duration: How long the booking will be.
• Treating Practitioner: Who is treating the patient.
• Reason: Why the patient is seeing the practitioner.
• Referring Practitioner: Who referred the patient to the practice. For details, see How to Add a New Practitioner.
• Service Centre: The type of facility where the booking is taking place. For setup, see Service Centres: Navigation and Use.
  
• Available Booking Time Button: View booking times that are free at the practice. For details, see Available Bookings Screen Navigation

💡Please Note: If a booking is being edited, the Delete button will be available. For details, see How to Delete a Booking.

• Repeat Booking Button: Create multiple bookings for the same patient. For details, see How to make Repeat Bookings.

Search

• Debtor: Select whether to search for a patient or debtor when creating a booking.
  
• Search: Search for a debtor/patient using specific criteria. 
• Ellipse(...): Opens the Debtors screen to select a debtor. For details, see Debtors Screen: Navigation and Use.
  
• Clear Debtor Info: Clears the information in the Debtor Details section.

Debtor Details

• Authorisation: Add authorisation details to this specific booking. For details, see Authorisation Setup.

💡Please Note: To add Authorisation, an existing debtor needs to be selected first.

• Import Debtor: Import a debtor from the Grand Central Members List or the participating medical aids. For details, see: How to Import Data from the Grand Central Members List and Patient Validation, Dependant Data, New Debtor Import and Benefit Check.

💡Please Note: If a booking is being edited, the Import Debtor button will be replaced by an Edit Debtor button. For details, see How to View/Edit Debtor and Patient Information.

• Debtor Type: Determines how the debtor account will be managed and billed.
• Name(s): The debtor's first names.
• Surname: The debtor's surname or family name.
• Cellphone: The debtor's cellphone number.
• ID Type: The type of identification used for the debtor.
• ID Number: The debtor's identification number.
• Email: The debtor's email address.
• MA Option: The medical aid option or plan linked to the debtor.
• MA Number: The medical aid membership number.
• Gender: The debtor's gender, assigned at birth.
• Initials: The debtor's initials.
• Title: The debtor's title.

Patient Details

• Duplicate Debtor Button: Copies the details from the Debtor Details section to the Patient Details section.
• Name: The patient's first name.
• Surname: The patient's surname or family name.
• Cell No.: The patient's cellphone number.
• ID Type: The type of identification used for the patient.
• ID No.: The patient's identification number.
• Email: The patient's email address.
• Date of Birth: The patient's date of birth.
• Initials: The patient's initials.
• Dependant No.: The dependant number linked to the medical aid membership.
• Dependant Type: Indicates the patient's relationship to the main medical aid member.
• Gender: The patient's gender, as assigned at birth.
• Title: The patient's title.