How to make a booking

Note: there are several ways to make bookings in HealthTrack. We recommend making a booking from the Diary.

  • Open HealthTrack and navigate to the diary screen
  • Select the date for the booking
  • Color-coded booking templates that indicate available booking times
  • You can make bookings in templated spots or in the blue section where templates don't exist

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Create a Booking from a Template

  • Double-click on a templated spot to create a booking
  • The booking form will auto-fill with information from the template
  • Add any extra information, such as patient referrals and notes
  • Click Save and Close to finalize the booking
  • The booking will automatically appear in the diary

Create a Booking Without a Template

  • Double-click in any space on the diary to create a booking without a template
  • The booking form will only have basic information (patient, date, time, location, room) pre-filled

Create a Booking from a Patient's File

  • From a patient's file, click on the 'Bookings' tab and use the New Booking button at the bottom of the screen
  • Manually enter all necessary information before saving and closing

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  • After creating the booking, right-click and select 'View Booking in Diary' to check for clashes
  • Click anywhere on the diary to remove the highlight

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