How to book an appointment for a patient

Take action to book an appointment, cancel an appointment, invite a patient to book, or remove a patient from the waitlist. From the waiting list, you can manually book, cancel, or send an invitation to a patient to book their appointment. You can also remove a patient from the waiting list as necessary.

Book an appointment
To book an appointment for a patient:

• Go to the Waitlist page.
• Search for the patient.
• Find the patient.
• Right-click on the patient information listed, and an actions box will appear as follows:

A pop-up window will appear as shown below:

Select the location of the appointment as appropriate.

Choose the date and timeslot of the appointment.

Select a clinician for the patient to see.

Review the selections. Please note, should you wish to make any amendments, you can select the edit symbol on the right to revisit each step in the booking process.

When you open the patient's record, you will see that a timeline event has been created, documenting the date, time, and username of the person who completed the action. If the patient books an appointment via the Patient Portal, a timeline event is also generated.