PATIENT MANAGEMENT PROGRAM
Appointments
Appointment types are created under the Setup menu. Each Appointment Type, when set up correctly with an
assigned number of units, will book the required amount of time on your appointment book. Up to eight
appointment types can have a related colour signifying the appointment type at a glance. Colours are assigned
under the Setup menu, Appointment Colours. See page 12.
Book an Appointment by Clicking into a Timeslot
When you click on the appointment book a screen appears that allows you to book an appointment into the
selected time slot.
Choose your search criteria and click onto a button under Select a Patient By. The Other button offers alternate
ways of searching such as postal code or phone number. You can also add an appointment for a new patient by
clicking onto the Add New Patient button and adding a new patient.
Select the patient by clicking onto the Last name, Number, or First name button and typing the name / number
of the patient. Double click or press Enter on the highlighted patient.
Change the type of appointment by clicking the down arrow under Type of Appointment and choosing another
appointment type from the list. Units are the number of columns this appointment will fill. Numbered buttons
above and beside the units will book the unit number you click on, either horizontally or vertically.
Alternately you can type in the unit number and select Horizontal or Vertical. Click Finished.
The Unit buttons across the top and down the side is an option that is selected under the Setup
menu, Clinic Defaults.
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Customizing PMP for Your Office