Introduction

This article explains how to record a new appointment reservation through the system's administrator interface. This function allows staff members to manually book appointments for patients by selecting the appropriate examination and time slot from the calendar. The guide walks you through the process from selecting the examination to finalizing the booking.

Main Content

Booking Steps

Manual appointment booking can be performed with the following steps:

Click on the Book an appointment button in the main menu.
Select the desired examination from the available list and click on the Show Calendars button.
In the calendar view that appears, choose the appropriate date and time (e.g., Monday 10:00 AM).
Click the Start the reservation button.

Selecting a Patient and Entering Data

To proceed with the booking, a patient must be assigned to the appointment:

Start typing the patient's name in the search field.
If the patient is already in the database, select them from the list.
Once the patient is selected, the system loads their profile.
There is an option to write a comment or upload a document for the reservation.
To finalize the process, click the Confirm reservation button.

Upon successful booking, the system provides feedback in a summary window where all details can be viewed.

Tips

Tip: When selecting a patient, before finalizing the booking, you can click the "Edit" button to check or modify the patient's details.

Tip: On the booking summary screen, it is possible to add internal comments to assist in informing colleagues.

Summary

Appointments can be manually recorded via the administrator interface.
The process involves selecting the examination, the time slot, and the patient.
For existing patients, the system automatically fills in data when the name is typed.
Documents and comments can be attached before finalizing the booking.