Booking Planned Treatment from the Departure Bar

Providers specify appointment requirements while they have a patient in the chair. These requirements immediately display in the Departure List when the Provider moves the patient from chair to departure.

Be aware of these points:

• You need to consult with the patient.

• The software caters automatically to any specified booking interval (for example, a Dentist may specify a period of at least 7 days before the next appointment).

• EXACT audits all actions per day, so your appointment scheduling should be completed on the same day or the software will record it as a failed action in the Appointment Workflow Compliance Report. If you are forced to postpone your appointment scheduling for a patient, then

  • You have the option to Follow Up, for which it would be ideal to follow up later in the same day so that the scheduling action is still recorded as a successful action in the report.

  • You have the option to type a reason for the postponement, and this reason will appear in the report.

Booking Planned Appointments - Drag & Drop, Select the First Available option or Search.

Drag & Drop
Locate a suitable time and then drag and drop the appointment:

Open

First available time
Click the "First available time" hyperlink to display the first available time based on the booking interval specified by the Provider (7 days in this case), and the density of bookings during that period.

Open

Search

1. Click the Search icon to display the Appointment Time Search

   (These search results are already populated with the appointment details and booking interval specified by the provider.)

2. Edit the date/time filters if necessary and then click the Book button to book the appointment directly from this search window as per current EXACT functionality.
   See: Appointment Search

To Edit the appointment

Click the Appointment hyperlink to open the Edit Appointment window:

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