From  Inpatients,  Outpatients, or  Theatres > Patient Detail, search for a patient.

Read about searching for a patient

From Patient Detail > Patient admin > Show pathways > Procedures > Scheduled and Waiting List Procedures, find a procedure with the status 'On waiting list' or 'Procedure booked'.

Select the procedure.

Select Add Pre-Op Appointment.

Select the type of appointment.

For example, initial pre-op appointment with nurse.

A form appears.

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.

To choose an appointment time, select Appointment slot.

Read more about choosing an appointment slot

Complete the form, including all mandatory fields.

Mandatory fields are marked .

Select Confirm appointment.

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.

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.

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.

Read more about printing letters

Select Send.

From  Inpatients,  Outpatients, or  Theatres > Patient Detail, search for a patient.

Read about searching for a patient

Select Procedures.

Double-click on a procedure with the status 'On waiting list' or 'Procedure booked'.

From the list on the left, select Plan.

Mouseover Pre-Op Appointments and select +.

Select the type of appointment.

For example, initial pre-op appointment with nurse.

A form appears.

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.

To choose an appointment time, select Appointment slot.

Read more about choosing an appointment slot

Complete the form, including all mandatory fields.

Mandatory fields are marked .

Select Confirm appointment.

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.

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.

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.

Read more about printing letters

Select Send.