Filling gaps from the Appointment Book itself

Quick Reference:

ApptGapTooltip-QuickRef

Background:

From EXACT version 11.3, the Appointment Book displays a Gap icon ApptBkGap-icon when

  1. In the Appointment Book you mouseover an available gap that is within the Short Notice Period, and
  2. At least one patient in the Short Notice List meets the criteria to be suitable for that gap.

For example:

There is a gap in this slot:

 

There is a gap in this Clinic:

ApptBkGapRollover-BlankGap

 

ApptBkGapRollover-ClinicGap

To fill Appointment Book Gaps with Short Notice List patients

  1. Hover your mouse cursor directly over this Gap icon to display a detailed tooltip:

    ApptBkGapRollover-BlankGap-Tooltip

    The tooltip lists patients from the Short Notice List who fulfil the criteria to be suitable for the gap:

    ApptBkGap-SNLToTooltip

  2. By default, all appointments are checked (ticked), and will be sent when you click the Send SMS button.
    If you do not want to SMS any of these patients, click the "tick" to toggle it to an unchecked box:

    ToggleYesNo

    NOTE: The toggled state holds only for this mouseover event, so if you move your cursor away and then again mouseover the Fill Gap icon, all appointments will again be ticked.

  3. To stop an appointment being available, or to postpone the appointment's availability:

    ApptBkGapRollover-PeriodDropdown2

  4. Click the Send SMS button to SMS the ticked (checked) patients:

    ApptBkGapTooltip-ClickSMS

    EXACT will SMS them at the configurable default interval specified at bottom left of the tooltip.

    NOTE: While the patients are being contacted, their names will disappear from the short notice list so that the patient isn’t contacted for the same gap by someone else.

  5. (Optional) Check that SMSes have been sent, received, or acted upon

See also...

Using Utilisation Manager / Short Notice List

Example scenario - manually rebook a Cancelled appointment

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

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 >>

Quickly changing the default settings for Short Notice List