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
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
- 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