Training Guide - Create an Appointment for a Patient
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dg6699workTraining Guide - Create an Appointment for a Patient
Uploaded by
dg6699workHow to Create a Patient
Appointment
Choicelearning.ca
Version 9.17.2015 Choicelearning.ca
© 2015 Choice Learning Inc. All Rights Reserved
1. Click on the ‘Scheduler' icon on the main menu.
2. Press the ‘F1’ key or click on the ‘Patient’ search field near the top right corner of the window.
3. Type in the patient’s last name, last name comma (,) first name, or health card number to execute the search.
Choicelearning.ca
4. Click on the desired patient from the list.
5. The patient’s name and contact information will appear in the top right corner of the schedule screen under the
‘Patient’ field.
6. On the ‘Scheduler’ point and click on the desired time slot(s) to set the appointment length.
7. Once the time slot has been selected press the ‘Enter’ key to book the selected time slot.
8. The ‘Appointment Details’ window will now be displayed.
Version 9.17.2015 Choicelearning.ca
© 2015 Choice Learning Inc. All Rights Reserved
Choicelearning.ca
9. Select or change the Insurer, Type, Reason, Location, Priority, and Facility from the appropriate drop-down boxes if
required.
10. Select the arrived or confirmed check-boxes if required.
11. Type any additional notes about the appointment in the Notes field or in the Popup Notes field.
12. Click the ‘OK ‘button to book the appointment.
