How to Book an Existing Patient

Why This Matters?

Booking an appointment for an existing Patient on the Diary is straightforward and efficient. Since the Patient and Debtor information is already stored in the system, there’s no need to create a new file. You can quickly access the existing records, saving time and ensuring a seamless Booking process.

• 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 
    
    
• Click on the Save button.
  
  

Result:

• The booking will appear on the Diary screen.