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How to add your last viewed patient's details when booking an appointment

๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ณ๐Ÿ‡ฟ๐Ÿ‡จ๐Ÿ‡ฆ UK/ROI, APAC, CA - Use the arrow button in the appointment card to auto-fill a recently viewed patient

Amber Morris avatar
Written by Amber Morris
Updated this week

Is there a quick way to pull through my most recently viewed patient's details when booking an appointment?

While booking an appointment in the calendar, with the appointment card open, click the round arrow button, next to the patient lookup field.

You can hover over the button before clicking, if you wish to check which patient's details it will pull through.

Clicking this will automatically populate the field with the last patient whose record you viewed. You can then proceed with your booking as normal.

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