Booking an appointment from the Email Inbox

To book an appointment directly from the Inbox

1. Double-click on the email received for the full details, and identify any preferred appointment times.
2. Close this window to view the appointment book.
3. Check to see if the preferred appointment time is available. If not, identify an alternative.
4. Ensure that the email has been filed to the correct patient. If the email has not been filed to a patient you will need to do this before an appointment can be booked.
5. To file the email to the correct patient,
   1. Click the File button at the bottom of the Inbox.

   The File Email window displays:

   

   1. If the email address automatically corresponds to that for a patient, the File to patient field will populated with the patient's name, and all you need to do is click the OK button. (Unless you wish to also file the email to a specialist, or make changes to the patient's email address)
   2. If there is no match, select the appropriate patient by using the selector buttons .
      
      Once a patient is selected you will see the checked (ticked) checkbox for Add this address to patient's email addresses:
      
      
      When you click the OK button the email address will be automatically added to the patient's file, and future emails from this email address to be automatically filed - if you don't want this, un-check the checkbox before saving.
   3. Edit, add and delete email addresses by means of the buttons below the email box:
6. With the emil filed to the correct patient, drag the patient’s email from the Inbox to the appropriate appointment time.
7. When the appointment is booked you may get the following message:

   

   This message will appear if your system is set to automatically send patient email confirmations. For further information regarding this feature, please refer to the Configuration Section of this tutorial.

   Click Yes to send the patient an email confirming this appointment.

8. You will notice that this patient’s email has now disappeared from the Inbox. This is because the email has automatically been updated as Actioned.