Using the Multiday Appointment Book

The multiday appointment book has three main areas:

• The appointment book toolbar with buttons / functions related to patients and appointments, such as editing, printing and deleting details, taking payments, etc.
  (See "Appointment Book Tools and Functions" for further details).
• Clipboard – a temporary storage place used to move appointments to a new date or time. The clipboard is always available in the Appointment window whether the Activity Area is expanded or not. For this (and other) reasons, it is a very useful tool for making and editing appointments.
• Hold List – a temporary storage area for appointments viewed only when the activity tabs are expanded.
  You will be able to view appointments that are sitting on the clipboard in the hold list. Double-clicking on the clipboard performs the same action as clicking on the button under the hold list.
  The hold list can be used as a useful search function for appointments.
• Follow Up Tab – lists appointments that need to be followed up.
• Cancels Tab – lists appointments by status e.g.: planned, confirmed, cancelled, re-booked, completed, deleted and failed.
• Contact Lists Tab – Holds existing contact lists, allows the creation of new lists and booking of appointments directly from the lists.
• Arrivals Tab – Holds patient appointments for all Providers in order of appointment time for the selected day.
• Recall Lists Tab – Holds all current recall lists. Patients can be contacted from this tab.