Booking a cross-specialty appointment

You can book cross-specialty appointments. For example, the patient had their initial appointment, and needs an appointment with another specialty. You can:

• Create an internal referral to the other specialty

  If the other specialty accepts the referral, they book an appointment for the patient.

• Book an appointment with that specialty

  Some specialties allow you to book an appointment without an internal referral. These are called cross-specialty appointments.

Booking a cross-specialty appointment on a mobile

You can't do this on a mobile.

Booking a cross-specialty appointment on a desktop

1. Open the patient's record.

   • If the patient has an appointment booked, select  Outpatients > Clinic List > double-click on the patient's name > Patient Detail.

     Depending on your permissions, you might need to select Go to patient record.

   • If the patient doesn't have an appointment booked, from  Outpatients > Patient Detail, search for the patient.

     Read more about searching for a patient

2. From Patient Detail > Patient admin > Show pathways > Appts, select +.

3. Select Book Cross Specialty.

4. Select a referral.

5. Select a type of appointment.

   For example, a follow-up consultation.

   A form appears.

6. To choose dates the patient asked you to avoid, select Avoid dates.

   For example, a patient might tell you when they are going on holiday.

7. To choose an appointment time, select Appointment slot.

   Read more about choosing an appointment slot

8. Complete the form, including all mandatory fields.

   Mandatory fields are marked .

9. Select Confirm appointment.

10. Select a correspondence option to change who the letters are sent to.

    To not send the letters, select None.

    The options you see depend on your organisation.

11. Select Click to preview letters.

    The letters appear in your organisation's PDF viewer.

    A list of letters appears on the right. This shows the recipient of each letter and how the letter is delivered. For example, 'GP - MESH' or 'Patient - Manual print'.

12. Select Send.

The appointment appears in Patient admin > Show pathways > Appts > Booked Future Appointments.

The appointment's status is 'Appointment booked'.