Visual Practice HOW TO

...Book a Patient Appointment

In order to book a patient appointment, you must first have the necessary licenses and user privileges to access the Booking/Scheduling module.  If you do, when you click on the Form button a menu will appear as shown below:

Once you have selected the "Scheduling" option, the Book/Scheduling Module will appear as shown below:

Select the provider you wish to book the appointment with from the list of providers shown in the window in the upper left corner of the screen.  Be sure you have selected the Booking tab and the title of the calendar shown says booking.

 In order to book the appointment, select the date using the month control in the bottom left corner of the screen.  In Week-View mode as show above, select the time from the day you wish to book the appointment on by moving the mouse arrow over the cell column for the start time, then hold the left mouse button down and drag downwards towards the end time.  Once the start to end time is painted blue, press the New button on the toolbar.

Once the new button is pressed a booking window will appear as shown below:

Use the Lookup button beside the Patient field to select the patient for which you want to book the appointment.  You may then type a free-hand visit reason in the Visit Reason field.  Optionally you may select a pre-defined procedure to associate with this appointment.  Pre-assigned procedures allow you to assign a color to the appointment that is selected for the procedure.  You can add a new procedure at any time by pressing the "Add New Procedure" button.

Once the Patient Appointment window is filled out, press the Save button to save the appointment.  Once the appointment is saved, the Patient Appointment window disappears and you will see the new appointment on the Booking grid, as shown below:

Your appointment is now saved.  That's all there is to it!