Booking initial appointments

You can book a patient's initial appointment from Patient admin.

Booking initial appointments on a mobile

You can't do this on a mobile.

Booking initial appointments on a desktop

1. Find the patient, or the referral.

   • From  Outpatients > Patient Detail, search for the patient.

     Read more about searching for a patient

   • From  Outpatients > Worklists, find a worklist showing accepted referrals with no appointment booked, and double-click on the referral.

     The worklists available to you depend on your organisation.

     Read more about worklists

2. From Patient Detail > Patient admin > Show pathways > Referrals > Active Referrals, find a referral with the status 'Referral accepted, no activity booked'

3. Select the referral.

4. Select Book NEW appt.

5. Select the type of appointment.

   For example, initial 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'. To view a letter, select view.

    You can also see information about the patient's preferred method of receiving letters, and preferred letter format.

12. Depending on your permissions, if Nervecentre is sending a patient's letter by the patient's preferred delivery method, by Docmail, or by email, you can choose to manually print and send the letter instead.

    To manually print and send a patient's letter, select Prevent sending of this letter, I will manually print it instead.
    

13. Select Send.

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

The appointment's status is 'Appointment booked'.