All Patient Bookings screen

The All Patient Bookings screen is the practice-wide view of bookings across all patients. Use it to filter, review, and act on bookings without opening the diary or individual patient records.

Open the All Patient Bookings screen

• From the main menu, select Practice Wide > Bookings.
• The layout is similar to a patient's Bookings tab. Filters sit at the top of the screen, and the matching bookings appear in the list below.

Filter the list

• Filter the bookings shown by any combination of the following:
  • Appointment Type
  • Booked MO
  • Status
  • Location
  • Patient Type - filters Registered or Unregistered bookings. Unregistered bookings are flagged with a green information icon.
  • Cancelled - tick the Include Cancelled checkbox, or select Cancelled from the Status drop-down, to show cancelled bookings.
  • No Referrals

  • Start Date and End Date - use the buttons to the right of each date field to set the range by day or by week.

    

Actions on a selected booking

• Select a booking from the list, then use the action buttons:
  • Modify  - opens the selected booking in edit mode.
  • New Booking  - creates a booking for the selected patient without opening the diary.
  • Go to Patient  - opens the selected patient's demographic screen.
  • To Worklist  - adds every patient in the current list to the Worklist.
  • Print  - prints one of three reports: All Patients Booking Summary, Patient Encounter List, or Patient Encounter List Expanded.
  • Export to CSV  - exports the bookings on screen to a spreadsheet.

• Right-click a booking in the list to:
  • Select View Booking In Diary to jump to the booking in the diary.
  • Select Go To Patient to open the patient's record.
  • Select Go to Clinical Record to open the clinical record linked to the booking.
  • Select Print (Label/Info) to select a print layout and print.