Booking an appointment for a patient on a waiting list

You can book an appointment for a patient, if they are on specific waiting lists. The specific waiting lists depend on your organisation.

You can manage a patient's waiting list entries from Patient Detail > Patient admin > Show pathways > WL. If you can book an appointment, when you select an entry from Active Waiting List Entries, Convert to appointment turns blue.

Booking an appointment for a patient on a waiting list on a mobile

You can't do this on a mobile.

Booking an appointment for a patient on a waiting list on a desktop

  1. Find the patient, or the waiting list entry.

  2. From Patient Detail > Patient admin > Show pathways > WL > Active Waiting List Entries, select an entry that allows you to book an appointment.

    If you can book an appointment, Convert to appointment is blue.

  3. Select Convert to appointment.

  4. Select the type of appointment.

    For example, initial consultation or follow-up consultation.

  5. 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.

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

    Read more about choosing an appointment slot

  7. Complete the form, including all mandatory fields.

    Mandatory fields are marked .

  8. Select Confirm appointment.

  9. 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.

  10. 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'.

  11. Select Send.

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

    The appointment's status is 'Appointment booked'.

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