Introduction
This article explains how to finalize previously recorded pre-reservations within the system and convert them into actual appointments. This process ensures that patient data is correctly assigned to the reserved time slots and that the appointment is added to the final calendar. This operation can be performed from both the Appointment Booking menu and the Overview Calendar.
Main Content
Finalizing from the "Book Appointment" Menu
There are two methods to load previous pre-reservations within the booking menu.
Method 1: Loading from the List
Navigate to the Book Appointment menu.
Click the Pre-reservations button in the top right corner.
Select the desired pre-reservation from the list.
Click the Load appointments button.
The system will automatically select the corresponding time slot in the calendar.
Click the Start reservation button.
Method 2: Manual Selection from the Calendar
Navigate to the Book Appointment menu.
Locate the time slot marked in gray (the pre-reservation) on the calendar.
Click directly on the gray bar.
The system will highlight the time slot; then click the Start reservation button.
Finalizing from the "Overview Calendar"
It is also possible to finalize a pre-reservation directly from the aggregate calendar view.
Open the Overview Calendar view.
Locate the pre-reservation marked with a gray bar.
Click on the pre-reservation.
In the pop-up window, click the Book Appointment button.
The system will redirect you to the booking interface with the specific time slot already selected.
Click the Start booking button.
Completing the Booking
Regardless of the method chosen above, the final steps are the same:
In the Patient Selection window, enter the patient's details or select from the existing database.
Finalize the booking using the standard steps.
After saving successfully, the gray pre-reservation will disappear from the calendar and be replaced by the finalized, colored appointment.
Tips
Tip: Pre-reservations appear in gray on the calendar, making them easy to distinguish from finalized, colored appointments.
Tip: Using the Pre-reservations button automatically jumps the calendar to the correct date and time, eliminating the need to search manually.
Summary
Finalizing pre-reservations is necessary to convert them into full-fledged appointments.
The process can be initiated from the dedicated booking menu (via list or calendar) and the Overview Calendar.
Upon finalization, the system converts the gray pre-reservation into a standard appointment after patient data is entered.
FAQ
What happens to the pre-reservation after booking?
What happens to the pre-reservation after booking?
Once the booking is finalized, the pre-reservation status changes; it disappears from the pre-reservations list and appears as a standard appointment in the calendar.
Can I manually select the pre-reservation in the calendar?
Can I manually select the pre-reservation in the calendar?
Yes, by clicking on the gray bar within the appointment booking interface, you can manually start the process without loading it from the list.
What should I do if I don't see the "Pre-reservations" button?
What should I do if I don't see the "Pre-reservations" button?
Check if you are in the "Book Appointment" menu. If the button is still unavailable, ensure that you actually have active pre-reservations in the system.