How to Book an Existing Patient

Why This Matters?

Booking an existing patient uses the patient's information already stored in GoodX. There is no need to create a new file or capture the patient's details again. You can select the existing patient and continue with the booking.

Using the existing information saves time and reduces repetitive data capture while ensuring that the appointment is linked to the correct patient and debtor. This keeps the booking process simple and the patient's existing information connected to their appointment.

• Start on the Diary screen.

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

Let's Follow These Steps:

• Double-click on the Timeslot in which the Booking will be made.

• • Alternatively, click on the New Booking button. For details, see How to Book a New Patient.

💡Please Note: The New Booking button is tailored to the Practice's needs. For details, see General Settings: Navigation and Use.

• Search for the debtor you would like to make the booking for. For details, see How to Search for a Debtor When Making a New Booking.

• Click on the desired debtor.
• Click on the Save button. 
  
  

Result:

• The booking will appear on the Diary screen.