Finding best gaps and booking patients from the Short Notice List

When a Receptionist has a conversation with a patient (by phone or in person), the Short Notice List is especially useful as a means to locate and book the best appointment book gap, because the Receptionist can offer options without scrolling the appointment book.

To find the best gaps and book patient appointments into them directly from the Short Notice List

(Applies to both Short Notice List Tab and Short Notice List Screen)

1. Mouseover a patient in the Short Notice List to see a tooltip of Best Suited Gaps for the patient appointment over the defined short notice period:

   

   (To hide this tooltip, simply move the mouse cursor away from it)

2. To book the Gap in the Appointment Book, click the booking icon .

   This moves the currently scheduled appointment (in the above example, 23/11/2012) to the new Short Notice Gap.

3. (Optional) Use the Don't contact for [n] days button to dis-qualify this Patient appointment from any of the identified gaps during this specified period, and to stop Practice repeat communication attempts with the Patient about this appointment during the period. Options are 1-14 days, with 7 days the default.
4. (Optional) Use the Remove Patient from List button to completely remove the patient from Short Notice List considerations.