Making an appointment for a New Patient

To Make an Appointment for a New Patient

1. Double-click on the Clipboard. This will display the ‘Edit Appointment’ window.
2. Click on the button on the Tool Bar as pictured below:

   

3. This will display the Add Patient window:

   

4. Enter the required details and click the button to create the new patient record.
5. This will load the patient into the ‘Edit Appointment’ window with the details you have entered. You will notice the patient has a tick in the ‘1st Visit’ check box to identify this patient as a ‘New’ patient.

   

6. The appointment details can now be entered as normal and saved, you can then find a suitable time found for the patient’s appointment by dragging from the clipboard to a convenient appointment time.
7. When you book the patient into the appointment book you will notice a red star beside the patient’s name. This is the ‘New’ patient symbol so that when the patient arrives you know they are new and therefore need to complete a Medical History form.