Right-clicking an appointment or free segment in the Appointments Display Grid provides a list of actions you can take.
- Add (Patient) - Opens the patient search to locate and book an appointment.
- Add (Non-patient) - Opens Appointment Details to book a time without including a patient.
- Add (From Cancellation Waiting List) - Allows you to choose a patient from the waiting list to book their appointment.
- Find Appointments - Opens that patient's Appointment History.
- Details - Look at and change the details of all appointments in a time slot.
- Edit - Change the booking details.
- Delete - Remove the booking completely (without a trace).
- Request Payment Card - Visible if Payment Gateway is enabled, sends an SMS requesting payment card information.
- Send Telehealth Link - Visible if Telehealth is enabled, sends an SMS with a link to join the telehealth session.
- Pull File - Changes the time slot colour to indicate the file has been pulled.
- Attend - Add the patient to the Waiting Room using the usual Attendance form. It is not possible to "attend" Non-patient bookings as they must be registered first through Patient details. You can, however, change the "Status" of a Non-Patient booking to "Attended" using the Edit command, so the colour of the time slot is changed.
- Cancel -Remove the booking from the display but keep it with a changed status (of cancelled). This can be useful for medico-legal purposes. A list of cancelled appointments can be printed through the Appointments Report.
- Patient Details - opens the Patient's Record in Office.
- Clinical details -opens the patient's Clinical Record in Clinical.
- Bill - Opens the New Invoice screen for an Attended patient.
- HI Service check - confirms the patient's IHI number or displays a message if the check fails (Zedmed v38.8).
- Patient Verification - checks the patient's Medicare claim eligibility (Zedmed v38.8).
- Confirm Appointment - Manually confirms that the patient has verified they will be attending.
- SMS Patient - Opens the Patient Record on the Messages tab so an SMS can be sent to them.
- Cut - Deletes the booking from the original time slot but saves it to a new location for Pasting.
- Copy - Leaves the original booking but stores its details for pasting to one or several other time slots, which is useful for multiple repeat appointments (counselling sessions, injections, etc.).
- Paste - Inserts the "cut or copied" booking details at the new position of the mouse cursor with the same duration, but you may change the notes or appointment type.
- Unavailable - Equivalent to the F8 button to mark a time slot as unavailable for bookings.
- Extend Schedule - Permits the creation of an "ad hoc", single-day session for the doctor in view.
- Booking Rules - This is a text entry form where you can record any notes relevant to a doctor's appointment preferences. Some doctors do not wish to see certain patients or require a 30-minute consultation for new patients. Booking rules can be reviewed from within the Appointment Details form.
- Next Available time - Opens a search dialogue to locate the patient's next appointment.
