How to use Today's Bookings

The Today's Bookings grid gives you a real-time view of appointments scheduled for the current day. It’s designed to help doctors, staff, and administrators stay organized and responsive. When enabled, the Today's Bookings grid is visible to the left of the HealthTrack screen.

You can choose how bookings are filtered using different modes. These determine which bookings appear in your grid.

• Default: If the user is a doctor, this mode will show bookings where the user is the Doctor. If the user is not a doctor, this will show bookings for the user's currently logged in Location.
• Doctor: select one or more doctors from the dropdown menu for the grid to show bookings where the selected MOs are the booking's MO.
• Staff: select one of more Staff from the dropdown menu for the grid to show bookings where the selected Staff are allocated to one of the 4 staff fields on the booking.
• Location: select one or more Locations from the dropdown menu for the grid to show bookings made for the selected Locations.

You can choose what happens when you double-click a booking:

• Open Booking: double clicking will open the Booking Form. This is the default setting.
• Go To Patient: double clicking will open the Patient file.

• Close the grid: Click the X in the bottom right corner.
• Reopen the grid: Go to Diary > Open Today's Bookings in the main menu.
• Collapse the grid: Click the [<<] button in the bottom left.

Right clicking on a booking gives you quick actions. You can select "Go To Patient" to open the patient's record, or you can select one of the booking status options (i.e. Out Session or Closed) to quickly update the status of the booking.