🚨 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.
For users trialling the new Beta layout, unbooked appointments will be grouped by treatment plan.
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.
If you are still viewing the original layout, unbooked appointments will be listed in the same way as booked appointments.
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.
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.