How to select staff for the Booking

Each booking in HealthTrack has dedicated fields for recording who is booked, who is present, and any additional clinical staff involved in the appointment. Staff assignments affect diary visibility and, for multi-staff bookings, who appears in the Week/Person diary view.

Select the Attending MO and Doctor

The Attending MO is the doctor responsible for the patient's care. The Doctor field records which doctor is assigned to this specific booking and is used for billing when the booking is closed.

1. Double-click an existing booking in the Diary, or double-click a diary slot to create a new booking.
2. In the Additional Information section, check the Attending MO field. This is typically pre-populated from the patient’s Demographics screen.
3. In the Booking Details section, select a doctor from the Doctor drop-down. If the booking was created from a template, this field may already be populated.
4. Click Save and Close  .

Assign staff to a booking

HealthTrack supports up to four additional staff members per booking - for example, a nurse, or technician. Each staff member added can see their appointments in their personal diary using the Week/Person view.

1. In the Staff section of the Booking Form, select each staff member from the drop-down.
2. Add up to four additional staff as required.
3. Click Save and Close . The staff members are now associated with the booking and can view it in their personal diary.

Staff field reference