Manage your appointments

This tutorial will walk you through how to make new appointments, reschedule an appointment, and delete an appointment. Please note that you can only perform certain actions if you have been granted the respective user permission(s).

Make new appointments

1. On the side menu, click the 📅 Calendar tab.

2. Find the appointment date.

3. Click or Drag to create a new appointment at the appropriate time.

4. If the patient is an existing case, select Existing Patient. Search for the patient, review the information, and click Confirm.

5. If the patient is a new case, select New Patient. Enter the information to create a new patient record, then click Confirm.

6. If a facility is required to be reserved for the appointment, you may select and reserve one of the predefined facilities from the Facility drop-down list. You may check the availability of facilities through the Day view of the calendar.

To learn how to manage your list of facilities, visit the Configure your clinic account tutorial.

7. You may create event labels and apply them to the reservations to remark or visually characterise the context of the event or the patient if necessary.

To learn how to manage these event labels, visit the Manage patient arrivals tutorial.

Reschedule an appointment

1. On the side menu, click the 😷 Patient tab.

2. Search for that patient by using the patient name, phone number, or identity number.

3. Click View Patient to enter the patient profile.

4. Click the Booking tab.

5. Find the appointment record, and click the ✏️ Edit icon.

6. A popup window should appear showing the appointment details. Click the ✏️ Edit button to reschedule the appointment.

7. After editing, click the Confirm button to save.

Delete an appointment

1. Find the appointment record by following Steps 1-4 above.

   (Step 1-4 of “Reschedule an appointment” section)

2. Click the 🗑 Delete icon to remove the appointment.