🚨 Important: We are currently rolling out an improved layout for the 'Appointments' tab, which makes it easier to identify and book unbooked appointments. This article outlines both layouts - if you can't see the new layout yet, you will do soon!
How do I view all of a patient's booked and unbooked appointments?
To view a full list of all of a patient's past and future appointments, including both booked and unbooked appointments:
Go to the patient record and open the 'Appointments' tab.
You will see both booked and unbooked appointments.
Booked appointments are added here when an appointment of any type is booked.
Unbooked appointments appear here when a clinician adds an appointment to a treatment plan.
At the top you will also see a summary of the patient's appointment history, including whether they are usually early, on time or late.
Unbooked appointments will be grouped by treatment plan.
You can see all the proposed appointments within each of the patient's treatment plans, including details, assigned practitioner, booking interval and notes.
They will be listed with the most recently created treatment plan first.
You can use the 'Show bookable plans' toggle to adjust your view.
When this toggle is turned on - The list will display only treatment plans which contain at least one unbooked appointment that is ready to book. If no appointments in a treatment plan are marked as ready to book, that treatment plan will not appear in the list when the toggle is on.
When the toggle is turned off - All treatment plans will be displayed, regardless of whether the unbooked appointments are ready to book or not.
Booked appointments are listed underneath unbooked appointments.
They'll display the appointment details and notes, including any associated , appointment status, and how early they arrived.
Click the status dropdown to change the appointment status when needed.
You can also use the buttons to edit or copy to clipboard.
Click the date/time to the left of the appointment to jump to that slot in the calendar.
Only appointments that are marked as ready to book can be copied to the clipboard. You can mark any appointment as 'Ready to book' using the dropdown in the 'Booking status' column.
What are unbooked appointments?
Unbooked appointments are appointments which are associated with a treatment plan but have not yet been booked in.
An unbooked appointment is created when a clinician adds future appointments to a treatment plan, indicating that further work is required in the future, and containing all the important information that the clinician has highlighted (eg. duration, notes, booking interval).
Unbooked appointments are visible in the patient record, and from here, receptionists can book the appointment or take other actions.
💡 Top tip: When a receptionist needs to book a new appointment for a patient, it's important to find the unbooked appointment in the 'Appointments' tab, rather than creating a new appointment from scratch, which will be missing the key info the clinician has provided.