Example scenario - manually rebook a Cancelled appointment

Scenario:

A patient cancels a scheduled appointment.

The Receptionist adds the cancelled appointment to the Short Notice List and quickly identifies a gap, then rebooks the appointment in that gap.

Procedure:

  1. Patient: "I can't make my appointment for Thursday 12pm."
  2. Receptionist: "Mr Abbott, your appointment was important... we're very busy for the next 2 weeks, but would you like me to try and squeeze you in?"
  3. Patient: "That would be great."
  4. Receptionist: "OK, please hold for a few seconds and let me see what I can do..."
  5. The Receptionist locates the original appointment and cancels it:

    CancellationDialogue1

    This brings up the Cancellation dialogue:

    Scenario1-CancelDialogue1

  6. Receptionist specifies that the Patient cancelled:

    (The Cancellation reason is an optional field, enabled from Administration > Appointment Book)

    CancellationDialogue2

  7. ...And clicks the Short Notice List button.

    This causes the Short Notice List prompt to display, where the Receptionist decides to select a red colour Note, types a note and clicks Add:

    Scenario1-CancelDialogue2

    The appointment appears in the Short Notice List Tab:

    SNL-bottom-context

  8. The Receptionist rolls her cursor over this appointment to display the Best Suited Gaps:

    Scenario1-CancelDialogue3-gaps

  9. Receptionist: "Mr Abott, I'll read out the available gaps, and you tell me when one suits you..."
  10. She reads through the list until the patient hears a suitable gap.
  11. Patient: Yes! That one would be great."
  12. Receptionist clicks the rebook icon:

    rebook icon rollover

    The appointment is immediately booked in the Appointment Book.

    This record disappears from the Short Notice List.

See also...

Using Utilisation Manager / Short Notice List

Multiple screens with Short Notice List / Utilisation Manager functions

The Short Notice List TAB in Appointment Book work area

The Short Notice List SCREEN

Adding appointments to Short Notice List

Recording patient restrictions for SNL gap offers

Using NOTES in the Short Notice Lists

Finding best gaps and booking patients from the Short Notice List

Filling gaps from the Appointment Book itself

Quickly changing the default settings for Short Notice List

Removing gap appointments from Short Notice List

Postponing a patient's gap communications for a few days

Cancelling Appointments

Default automated SMS message contents

Checking that SMSes have been sent, received, or acted upon

Manually match SMS Replies from patients

Troubleshooting the Short Notice List

Next >>

Multiple screens with Short Notice List / Utilisation Manager functions