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The Online Appointments tab show a list of past and future appointments booked via booked online. You will need to have Online Booking enabled and your user must have the security permissions to access this tab before it becomes available.Adding tabs is user-specific, so everyone can create their own unique workspace based on what areas they wish to use.
Click on the spanner in the bottom right (or Top Right) of your appointment book.
Tick ‘Select which tabs for your activity bar’ and click Next.
Highlight your chosen tabs from the left side and click on the >> button to move to the right.
Use the up & down arrows to change their order and click Finish when done.
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The Online Appointments Tab Fields
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Column: Tick Box
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A tick box to indicate that the actions for dealing with the appointment have been carried out.
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Column: Appointment
Appointment Date / Time / Provider code / Notes icon.
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More information on how to add tabs onto the appointment book can be found here - Adding Activity Tabs to the Appointment Book
The Online Appointments tab will display all appointment From the date selected at the bottom.
Appointments can be ticked as actioned by ticking the check box on the left hand column. To show actioned appointments click the show actioned box
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Appointment Type
New: New Patient (not registered at the Practice) requesting an appointment.
Planned treatment: Treatment has been planned by a clinician.
Existing: A registered patient making an unplanned appointment.
Recall: Patient using the recall link
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Optionally filter by choosing one of the Show options and the From date.
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The list will always sort by date and time
Appointment Notes
If any notes were added during the booking stage a yellow note symbol will display. You may need to take note of this or do something before the appointment commences.
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Click the Notes icon to display the notes that the patient entered when making the appointment on the portal.
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Column: Name
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Potential Duplicate Record
If a patient could be a possible duplicate record then it will display a warning triangle message.
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If there is a possible duplicate, follow the procedure for Creating New Patient Records from online appointments.
CALL ME indicator
CALL ME indicator: If the patient has indicated that they want a call back the row appears in Red and the word CALL ME displays next to the patient name.
Click the Name to display the Edit Patient window (so long as there is no possibility of a duplicate record.)
If there is a possible duplicate, follow the procedure for Creating New Patient Records from online appointments.
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Column: Type
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This is the type of appointment generated by a patient.
New: New Patient (not registered at the Practice) requesting an appointment.
Planned treatment: Treatment has been planned by a clinician.
Existing: A registered patient making an unplanned appointment.
Recall: Patient using the recall link
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Column: Make Contact
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Email icon. Click to email the patient.
Mobile phone icon and number. If CTI has been set up you can click to dial the patient. If not set up, click to display the Call Patient dialogue.
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Landline phone icon and number. If the booking was made via an online recall, the landline number displayed is the patient's home number, or if the patient does not have a home number, this is a work number.
Contacting the patient via the Online Booking Tab
You can contact patients from this tab by choosing the icon.
For example you can select the email icon to email
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Telephone status indicators. These are customisable status indicators that will vary across Practices. Initially they are grey, but they can be clicked to change colour and thereby indicate status
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Show (drop down)
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Optionally filter by choosing one of the Show options and the From date.
The list will always sort by date and time
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