Schedule appointments and manage the waiting list

The Agenda displays appointments by centre location and lets you create appointments, room bookings, absences, festivities, and reserved slots.

How to create an appointment

1. Open Agenda and select the required centre location.
2. Select New event.
3. Choose the event type. For a patient appointment, keep Appointment selected.
4. Set the Appointment date and time. You can mark the event as All day when appropriate.
5. Add a professional, specialty, patient, service, calendar, room, or insurance as needed.
6. Add Notes if required, then select Save.

How to find or change an appointment

1. Open Agenda and select Search event by patient, or select the appointment in the calendar.
2. Update the available appointment information, including patient, professional, room, calendar, services, and notes.
3. Select Save. Use Delete only when the appointment should be removed.

How to manage reminders

1. In Agenda, select Reminders.
2. Review the available appointment reminders and their status.
3. Use the reminder actions available on the screen to manage pending communications.

How to use the waiting list

1. In Agenda, select Waiting list.
2. Select Add patient to waiting list.
3. Search for and select an existing patient, then select a specialty and service.
4. Add request details such as professional, preferred time range, days, comments, and priority.
5. Select Save.
6. When a suitable time is available, open the entry and select Add event.

How to add a patient while scheduling

1. Start a new appointment and select Add patient.
2. Search for the patient.
3. If the person is not already registered, use the option offered by the patient search to add a new patient.
4. Complete the required patient details, then return to the appointment and save it.

Important information

The agenda only shows the calendars, rooms, and users that are configured and active. A service that is not compatible with the selected specialty may be removed from an appointment.

Troubleshooting

• If a room, calendar, or user is unavailable, check that it is active and configured for the agenda.
• If you cannot access the Agenda, your user account may have an access restriction or the section may be disabled.

Related

• Configure the agenda and calendars
• Create and manage recurring appointments
• Send appointment reminders
• Manage patient records
• Record visits, charges, and visit documents