Managing your clinic's appointment slots

Adding a slot

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Select the name of the clinic resource you want to add slots to.
Select Add slots.
Enter when the new slots begin.
Enter a duration of each slot in minutes.
Enter the number of slots you want to add.
Select how appointments in the new slots can be delivered.

For example, face-to-face or remote.
Select a reporting category.

This explains why you are adding the slots.

For example, additional capacity.
Select a service.

To add more than one service, select + then a service.

The service determines the type of appointment you can book in the slots. For example, an initial appointment or follow-up appointment.
Select Add.

A list of the slots you are going to create appears. Select a folder to expand the folder.
Select Apply.

The slots appear in the calendar. Mouseover a slot to check the slot's details are correct.

Blocking a slot

To temporarily prevent users from booking an appointment in a specific slot, you can block the slot. For example, you might block a slots to reserve it for a specific patient.

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Block Clinic Slots.
Select a reason for blocking the slot.

The reasons available to you depend on your organisation.
Enter any notes.
Select Confirm.

 appears next to the slot. Mouseover the slot to see the reason the slot was blocked.

Unblocking a slot

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on a blocked appointment slot.

 appears next to blocked slots.
Select Unblock Clinic Slots.
Select a reason for unblocking the slot.

The reasons available to you depend on your organisation.
Enter any notes.
Select Confirm.

Cancelling a slot

To prevent users from booking an appointment in a specific slot, you can cancel the slot. You might cancel a slot if their is a shortage of staff at that time.

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Cancel Selected Slots.
Select a reason for cancelling the slot.

The reasons available to you depend on your organisation.
Enter any notes.
Select Confirm.

Cancelled appointment slots are highlighted in red.

Reinstating cancelled slots

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on a cancelled appointment slot.

Cancelled appointment slots are highlighted in red.
Select Reinstate Cancelled Slots.
Select a reason for reinstating the slot.

The reasons available to you depend on your organisation.
Enter any notes.
Select Confirm.

Adding a service to a slot

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Add Service to Slots.
Select a service.

Removing a service from a slot

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Remove Service from Slots.
Select a service.

Viewing services for a slot

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Show Services for Slot.

Services highlighted in green are services users can book.

Services highlighted in grey are services users can’t book.

Changing a slot's priority

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Change slot priority.
Select the new priority for the slot.

You can only book appointments into the slot with this priority or higher.
Select a reason for changing the slot's priority.
Enter any notes.
Select Confirm.

Mouseover the slot to see the slot's priority.

Changing a slot's delivery method

From  Outpatients > Calendar > , select a clinic and a day to view.

Read more about viewing your clinic's calendar
Right-click on an appointment slot.
Select Change slot delivery.
Select the new delivery method for the slot.

For example, face-to-face or remote.

You can only book appointments into the slot that have a suitable delivery method.

For example, if you choose remote, you can only book appointments where the delivery method is telephone or video consultation.
Select a reason for changing the slot's delivery method.
Enter any notes.
Select Confirm.

Mouseover the slot to see the slot's delivery method.

Managing your clinic's appointment slots

Managing your clinic's appointment slots on a mobile

Managing your clinic's appointment slots on a desktop