Book New Patient

The process of reserving a booking for a Patient who has never been to the Practice before. Only basic information is needed to make a booking for a new Patient, such as; Name, Surname, Contact Number and ID Number. Once the Patient arrives at the Practice, a new electronic file can be created with all the necessary information.

  • The contents of this user manual will consist of the following information:
    • From the Timeslot
    • From the New Booking button
  • This user manual will start on the Diary screen.


  • Booking a New Patient can be done from two starting points:
    • From the Timeslot
    • From the New Booking button

From the Timeslot

Users are able to create a new booking using the timeslots.

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


  • The Add/Edit Booking screen will open.


    • Complete the relevant information of the Debtor and Patient.
Please Note: Fields marked with a red asterisk (*) are compulsory fields.


Please Note: The Patient section will need to be completed for every Debtor, even if the Debtor is the Patient.

    • Click on the Close button to exit the screen without saving the changes that have been made to return to the Diary screen.


    • Click on the Save button when all the relevant information has been added to both sections. 

      • The Add/Edit Booking will close and return to the Diary screen where the booking which has been made will now appear in the selected timeslot.

  • Please Note: The Patient has not yet been added as a Debtor and does not have an account, the Patient will need to be added as a Debtor before any transactions or notes can be captured for them.


  • Click on the Debtor Add button to capture the relevant details of the Patient.


    • The Debtor Details screen will open.


      • For more information regarding how to complete the Debtor Details screen, please refer to the user manual: Create New Debtor.
From the New Booking button
Users are also able to make bookings from the New Booking button.

  • Click on the New Booking button.


  • The Add/Edit Booking screen will open.


    • For more information regarding how to complete the relevant information of the Debtor and Patient, please refer to the section in this user manual: From the Timeslot.


Last modified: Wednesday, 11 October 2023, 9:05 AM