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To open the patient record

Click the patient time/name to open the patient record, from where you can carry out standard patient administration.

To mark this appointment as complete

Click the Exit button.

This will trigger a compulsory window for you to type the reason for marking this Appointment Complete.

For consequences and a detailed procedure see Marking an appointment as Completed.

To view patient summary tooltip

Hover your mouse cursor over the patient name:

To view a treatment summary tooltip

Hover your mouse cursor over the appointment hyperlink:

To edit an appointment in the Edit Appointment window

Click the Appointment hyperlink to open the Edit Appointment window:

To assign an appointment to the Appointment Book

Locate a suitable time and then drag and drop the appointment:

NOTE: If an appointment listed in the Departure Task List becomes deleted, invalid or completed before the Departure Task List is closed, when you attempt to drag it to the appointment book you will see a message 'The corresponding planned treatment on the patient's chart tab has either been completed or no longer exists. Do you still wish to book this appointment?' Click YES to still book the appointment and link it to the Chart tab. Click NO to not book the appointment and to remove this appointment entry from the Departure Task List.

To open an Appointment Search window

Click the Search icon to open the Appointment Search window, pre-populated with first available times, from where you can Book the appointment.

To open the first available appointment slot in the Appointment Book

  1. Click the "First available" hyperlink.

Once the appointment slot displays in the Appointment Book, drag the Appointment to the book.

Adding Departure List Appointments to Short Notice List (v.11.3)

(from EXACT version 11.3 onwards)

To add an appointment to the Short Notice List directly from the Departure List

The procedure here is to book the Patient as normal in the Appointment Book, but also to add the appointment to the Short Notice List.

  1. If the Provider has not already specified it, ask the patient if they want the appointment to be added to the Short Notice List, to have it as soon as possible.

  2. If the answer is YES, check (select) Add to short notice list.

  3. To confirm, check that this patient appointment now appears on the Fill Appointment Gapsscreen or the Short Notice List tab.

  4. Click the 1st Avail hyperlink to display the first available slot in the Appointment Book.

    When the available slot displays, drag the Appointment into the Appointment Book.

    Summary: If Short Notice gaps prove suitable, this patient will have an appointment at short notice, otherwise they will revert to an appointment as booked in the Appointment Book.

To send a web address to the patient for self-booking online

  1. Click the online bookings button to open the Send Online Booking Link by SMS/Email window:

  1. Check (tick) the SMS and / or Email checkboxes and then click Send.

  1. For more detail, including tracking the online booking, see

Facilitating patient online booking of planned treatment.

 To collect Contact Consent from the Departure Task List

 Click the link in the Departure Task List to open the Permission to Contact Patient window:

Question the patient and click the buttons accordingly.

Example:

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