Revision as of 17:05, 6 November 2012

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Generating a patient appointment

In order to generate a new appointment you can click on the button “New appointment” or you can double click in the calendar of a certain resource; the appointment detail form will appear on the right side of the screen.

In order to create the appointment for a certain patient, search for a patient and the appointment will automatically be filled out with the patient data in the left yellow box of the appointment form. The patient search is always equal to the patient data in the appointment editor. If the patient is not in the database yet, you can also fill out the “Subject” field of the appointment form. You have to use at least one of these two options in order to be able to save the appointment.

The patient data can be accessed in the menu item „Patients“, or by clicking on the magnifier symbol in the appointment editor. In this form you can also input the complete data of a new patient.

After saving, the appointment will be displayed in the scheduler in all entered resources with the patient’s id, name and age and/or the subject.

Generating an appointment with a treatment

If you chose a treatment, all linked resources will automatically be entered in the resource list of the appointment with the predefined duration, which can be different for each resource (also see <a href="/index.php?title=Settings_%28Scheduler%29#Treatments_as_appointment_templates">here</a>). The saved appointment will be shown in the colour that was defined with the treatment.

The following screenshots show that the appointment editor was opened for a new appointment, while the resource “Doe, John” is selected (a cell in his calendar is selected). Because the box “Treatments filtered after linked resources” is checked, we see all treatments in which the resource “Doe, John” participates.

With the selection of treatment “Follicle aspiration a” all other resources which are linked with the treatment, in this case “OR 2”, were entered in the resource list and the duration was automatically adjusted for every resource.

Once you save the appointment, you can see it in the scheduler across the involved resources with the defined colour and the duration for each resource involved.

Free movement in the scheduler while assigning an appointment

Common appointments

In order to generate appointments which are not related to a certain patient, like internal staff meetings, holiday etc., you can use the second tab sheet „Internal/general” of the appointment editor. Fill in the subject and add all resources which will be involved in this appointment with the “+” button. It is also possible to set the appointment to “All day” and lock the resource(s) for the duration of appointment.