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:

Image: Select ‘Book’ from the options.

A pop-up window will appear as shown below:

Image: Modal will open (example)

Select the location of the appointment as appropriate.

Image: Booking modal example

Choose the date and time slot of the appointment.

Image: Booking modal example

Image: Booking modal example

Select a clinician for the patient to see.

Image: Booking modal example

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

Image: Booking modal example

Image: Booking modal example. Confirmation step.

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.

Image: Timeline event example.