Adding appointments from prompts

To add a Patient appointment to the Short Notice List from automated EXACT prompts

1. Given the appropriate configuration, you'll be prompted when you create an appointment:

   You'll see this Add to Short Notice List screen:

   

2. Ask the patient if they want to be added to the Short Notice List. If the answer is YES, then ask if there are any periods during which they will be unable to attend available appointment gaps, and if there are, you need to specify these periods or EXACT will needlessly SMS Gap Offers to the patient for these periods.
   See Specifying appointment restrictions for gap offers
3. Before clicking the Include button,
   • Select a colour-code (the meaning of the blue-red-green coding is for the Practice to decide).
   • Type any textual information, such as "Prefers early mornings".

   The appointment is then added to the Short notice List, and you will see the colour code icon displayed.

4. Select the Include button to add the appointment to the Short Notice List.
5. If you have an email setup to send to the patient on creation of a new appointment, you will see the Confirm Appointment window:

   

   (Note that you can use the buttons in this window to optionally add or delete further Email addresses).

   Tick Email address/es and then click Send.

6. Check that this patient's appointment now appears on the Short Notice List screen or the Short Notice List tab.

   Mouseover the Note icon to see a tooltip of the text message:

   

   Doubleclick the note icon to edit the Note.

   The Note is also visible in popup tooltips:

   .
   

   IMPORTANT: If you add multiple Short Notice List appointments to this list for a Patient, a maximum of two will show at a time. This provides users the option of booking one appointment ahead of another if no sequence issue exists, and shows them both appointments so that they can make this judgement call.