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Appointment Booking Navigation

  • Updated

Legend Details
View Menu Actions
Appointment Booking Legend

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AppointmentBookingCalendar650.png

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AptBookingNavigation.png

Legend Details

# Title Description
1 Browser Information Bar Display of current application and active client
2 Client Banner Displays Demographic information about the client
3 Back to Applications Use to go back to the Applications Page
4 Show/Hide Nav Bar Show or hide the Navigation (Nav) Bar
5 Team Tree  Navigate through available Teams and Rooms
6 Actions Pane Displays the Available Teams and corresponding Rooms
7 Room Details Displays Date, Name of Room, Location, Owner (usually a team)
8 Client Appointments Shows all appointments for the Active Client (e.g. Alan Pevensey)
9 Remove a column  Closes the current column from your schedule view
10 Remove all columns Closes all columns from your schedule view
11 Find first appointment  Find the next available time slot
12 Reports Quick link to Run Reports
13 Book follow on appointment Book another appointment direct from a cancellation
14 Search Recalls  
15 Waitlist Entry  
16 More Actions Find the list of all tasks found in the Application Tool bar
17 Batch Letters Access to Letter Templates
18 Log New Referral To create a new referral for a client who does not have an appropriate referral open.
19 Close Close current Form (Appt Booking Window)
20 Appointment Slot Time slot available for Client Appointment
21 Clinic Calendar  Shows clinic Days available (green ) and past (purple) for active room 
22 Client Notes  Notes applicable to client and stays with file
23 Appointment Notes  Notes applicable to current appointment session
24 Collapsible bar Expand and Collapse to utilize real estate
25 Search for a Person  Start a new Search for a person
26 Calendar Tab  
27 Activity Tab  
28 Casenotes Tab Create casenote for currently attended appointment
29 Inbox notifications  
30 Cancel  

Right clicking on a time slot will bring up a menu where you can perform a number of different actions.

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View Menu Actions

AptBookingDropdown.png
  1. Click here to search for the client you wish to book an appointment with if you do not have an active client open.
  2. This books an appointment for the client you have active.
  3. This is not currently being used. Risk of conflicting appts and risk to client missing appts
  4. This books time for staff for anything not for specific client (eg., breaks, meetings, not available and tentative).
  5. This is not currently being used.
  6. This is not currently being used.
  7. This shows that the client has shown up to the appointment.
  8. This is not currently being used.
  9. Client did not attend appointment, no prior cancellation. No show.
  10. This is not currently being used.
  11. This is not currently being used.
  12. Generally Team Provider used for clinics. Risk to name on clinical documentation if nurses share a clinic in one day.
  13. Changes reason/time period of client visit (eg., HC Treatment, Wound Care etc)
  14.  
  15.  
  16. Appointment cancelled by either client or staff member.
  17. Deletes an appointment that was entered in error. No history saved.
  18.  
  19. This is not currently being used.
  20. This is not currently being used.
  21.  
  22. Shows only time slots taken and available, no client information shown. For client privacy in shared environments (clinics).
  23. Shows latest update of the appointment schedule. Manual refresh, system will typically auto-refresh.
  24. This is not currently being used.
  25. Cut text.
  26. Copy text.
  27. Paste cut or copied text.
  28. You can extend clinic to start earlier/close clinic later to fit additional appointments.

The appointment time-slots are colour coded to identify different statuses. To view what the colours mean click on More Actions in the top right hand corner of the screen above the calendar and select Legend. The below legend will appear:

Appointment Booking Legend

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