Viewing and managing a patient's appointments

Viewing a patient's appointments

Select  Outpatients > Clinic List > double-click on a patient's name > Patient Detail.

Depending on your permissions, you might need to select Go to patient record.
From Patient Detail > Patient admin > Show pathways, select Appts.

Overview of Patient admin > Show pathways > Appts

+	Select to book a single follow-up appointment, repeating follow-up appointments, a series of follow-up appointments, or a cross-specialty appointment. Read more about booking follow-up appointments Read more about booking cross-specialty appointments
Booked Future Appointments	Shows a list of the patient's future appointments. Select an appointment to view what actions you can perform.
	Displays next to appointments that are linked. If you book repeating appointments, or a series of appointments, those appointments are automatically linked. You can manually link appointments. Read about booking repeating appointments Read about booking a series of appointments Read more about linking appointments
	Select to view details about the appointment, including the history. Read more about viewing an appointment's details You can add notes to the appointment. Read more about adding notes to an appointment
	The actions available for the selected appointment. These depend on the appointment's status. Read more about statuses for appointments Read more about deleting appointments Read more about rescheduling appointments Read more about changing an appointment's delivery method Read more about cancelling appointments Read more about sending ad hoc letters or SMS messages
Past and Cancelled Appointments	Shows past and cancelled appointments. To view the outcome of an appointment, select an appointment, then select Show Outcome.

Viewing details about an appointment

Select  Outpatients > Clinic List > double-click on a patient's name > Patient Detail.

Depending on your permissions, you might need to select Go to patient record.
From Patient Detail > Patient admin > Show pathways > Appts, select  next to an appointment.

Adding a note to an appointment

Select  Outpatients > Clinic List > double-click on a patient's name > Patient Detail.

Depending on your permissions, you might need to select Go to patient record.
From Patient Detail > Patient admin > Show pathways > Appts, select  next to an appointment.
Select Add Note.
Enter any notes.
Select Save.

Sending an ad hoc letter or SMS message about an appointment

You can send an ad hoc letter or SMS message about an appointment from Patient Detail > Patient admin. Depending on your permissions, you can also send ad hoc letters and SMS messages about appointments from  Outpatients > Manage.

To send an ad hoc letter or SMS about an appointment:

Select  Outpatients > Clinic List > double-click on a patient's name > Patient Detail.

Depending on your permissions, you might need to select Go to patient record.
From Patient Detail > Patient admin > Show pathways > Appts, select an appointment.
Select Send Appointment Letter.
From Letter, select the letter you want to send.

Information about the letter appears. This includes:
- The letter's name
- The recipient of the letter
- How the letter is delivered
- When Nervecentre sends the letter
  
  For example, immediately, at a set time, or after a delay.
- Any attachments automatically added to the letter
Optional: edit the name of the letter.
Optional: to add attachments to the letter:
1. Select Attachments.
2. Search for an attachment, or browse folders until you find an attachment.
3. Select an attachment.
4. Select Add Attachment.
5. Select outside the dialogue box.
6. To save the attachments you added, select Yes.
To preview the letter, select Preview.
To sign a letter, or to remove a signature from a letter:
1. Select Sign off.
2. Select an option.
  - To sign the letter with your name, select Sign.
  - To sign the letter for someone else, select Sign as, then select their name.
  - To remove a signature from the letter, select Un-sign.
Send the letter.
- To send the letter after any specified delay, select Send.
- To send the letter immediately with no delay, select Send without Delay.

Linking appointments

If you booked repeating appointments, or a series of appointments, those appointments are automatically linked, and  displays next to those appointments.

You can also manually link appointments. You might do this if you booked two separate appointments, but you want to show that those appointments are linked.

Select  Outpatients > Clinic List > double-click on a patient's name > Patient Detail.

Depending on your permissions, you might need to select Go to patient record.
From Patient Detail > Patient admin > Show pathways > Appts > Booked Future Appointments, select an appointment.
Select Link.
Select the appointment you want to link to.

 displays next to the appointments to show they are linked.

Unlinking appointments

You can unlink linked appointments to remove  and show that the appointments are no longer linked.

Select  Outpatients > Clinic List > double-click on a patient's name > Patient Detail.

Depending on your permissions, you might need to select Go to patient record.
From Patient Detail > Patient admin > Show pathways > Appts > Booked Future Appointments, select one or more linked appointments.

 displays next to linked appointments
Select Unlink > Yes.

 no longer displays next to the appointments to show they are no longer linked.

Viewing and managing a patient's appointments

Viewing and managing a patient's appointments on a mobile

Viewing and managing a patient's appointments on a desktop