How to Book a New Patient

Why This Matters?

Booking an appointment for a patient who has not visited the practice before allows you to secure a time slot without capturing their full details upfront. Only basic information, such as their name, surname, contact number, and ID number, is required to create the booking.

This helps save time during the booking process while ensuring the patient has a place in the Diary. When the patient arrives, their electronic file can be created and completed with the required information, providing a smooth transition from booking to registration.

• Start on the Diary screen.

• • For navigation and details, see Diary Screen Navigation.
    
    

Let's Follow These Steps:

• Double-click on the Timeslot where you would like to make the booking.

• • Alternatively, click on the New Booking button.

💡Please Note: The New Booking button is tailored to the Practice’s needs and can be removed in Settings if required. For details, see General Settings: Navigation and Use.

• Complete the relevant debtor and patient information on the Add/Edit Booking screen.

• • For navigation and details, see Add/Edit Booking Screen Navigation.
    
    

Result:

• A new booking will appear on the Diary screen.

💡Please Note: The patient has not yet been added as a Debtor. A debtor account must be created before recording any transactions or notes. For details, see How to Create a New Debtor.