Appointments

Create

Agree on a time slot in the Calendar and double click to search if client is existing
If existing, select and the Appointment form appears
If not existing, Add client detail and on close, the Appointment form appears

Select Appointment Type and other options
- Manage Appointment Type – Direct CONTROL Medical (DCM)
- Procedure Booking – Direct CONTROL Medical (DCM)
Selecting a Standard Procedure populates description and billable item codes in Comments. These Item Codes flow on to the Invoice
Selecting a Template populates Comments to save repetition of data entry

Should a booking be made for the wrong client, this can be changed to the correct client by selecting Change Client on the sidebar
You cannot change the client if an IFC and/or invoice has been associated with this booking

Select Detail and OK
Recurring Appointments can be used for Scheduling ... Schedules – Direct CONTROL Medical (DCM)

Select to Cancel an Appointment
Select a reason
Cancelled Appointments can be hidden from view if Hide Cancelled Appointments is selected in Utilities - General - Per Device Properties. Select Show Cancelled Appointments to view them in The CONTROL Centre - List View
Select Load Cancelled when generating Reports - Appointments to view
A cancelled appointment can be restored simply by changing the Appointment Status back to an active state (e.g., Booked, Confirmed, Arrived, etc.)

Select to Delete an Appointment
Select a reason
Select Load Deleted when generating Reports - Appointments to view
A deleted appointment can be restored by selecting Undelete in Client Record - Appointments - Show Deleted

Related to