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How to book a patient for an appointment?


How to book a patient for an appointment?

Pre-filling directories

How to book a patient for an appointment? It's easy if you've done some prep work. Before you start working with the program, you need to fill in several reference books once, so that you can quickly select the desired values later.

Important To be able to book a patient with a doctor, you first need to fill out an employee directory .

Important Then show what schedule each doctor will work on.

Important If the doctor will receive piecework wages, enter employee rates .

Important For administrators, you need to set up access to view the shifts of different doctors.

Important Make a list of services that the medical center provides.

Important Set prices for services.

Doctor's Choice

Doctor's Choice

When the directories are filled, we can proceed to the main work in the program. All work begins with the fact that the patient who applied must be recorded.

Top of the main menu "Program" select a team "Recording" .

Menu. Doctor's schedule

The main program window will appear. With it, you can book a patient for an appointment with a doctor.

At first "left" double-click on the name of the doctor to whom you will enroll the patient.

Doctor's Choice

Date picker

Date picker

By default, the schedule for today and tomorrow is displayed.

Doctor's schedule for two days

Most of the time this is enough. But, if both days are full, you can change the displayed time period. To do this, specify a different end date for the period and click the magnifying glass button.

Change the displayed time period

take time

take time

If the doctor has free time, we offer the patient a choice of time. To take the agreed time, just double-click on it with the left mouse button. Or click once with the right mouse button and select the command ' Take time '.

take time

A window will appear.

Taking time
  1. First you need to select a patient by clicking on the button with ellipsis.

    Important Learn more about how you can select a patient or add a new one.

  2. Then select the desired service from the list by the first letters.

  3. To add the service to the list, press the ' Add to list ' button. Thus, you can add several services at once.

  4. To complete the patient record, press the ' OK ' button.

For example, the selected values might look like this.

The patient is scheduled to see a doctor

That's all! As a result of these simple four actions, the patient will be scheduled for an appointment with a doctor.

The patient is scheduled to see a doctor

Customer Acquisition Rewards

Customer Acquisition Rewards

Important Employees of your clinic or other organizations may receive compensation for referring clients to your medical center.

Appointment options

Appointment options

Important ' Universal Accounting System ' is a professional software. Therefore, it combines both simplicity in operation and extensive possibilities. Look at the various options for working with an appointment .

Booking a patient for an appointment via copying

Booking a patient for an appointment via copying

Important If the patient has already had an appointment today, you can use copying to make an appointment for another day much faster.

Accepting payment from the patient

Accepting payment from the patient

Important In different medical centers , payment from the patient is accepted in different ways: before or after the doctor's appointment.

Maintaining an electronic medical history

Maintaining an electronic medical history

Important And this is how the doctor works with his schedule and fills out an electronic medical history .

Online appointment

Online appointment

Important Clients will be able to make an appointment on their own by purchasing an online appointment . This will save a lot of time for front desk staff.

Electronic queue

Buy an electronic queue

Important Registered customers will be visible on the TV screen if you use Money electronic queue .

How do you remind patients to see a doctor?

How do you remind patients to see a doctor?

Important Any cancellation of a visit to the doctor is highly undesirable for the organization. Because it's lost profits. In order not to lose money, many clinics remind registered patients about the appointment .

Client Activity

Client Activity

Important You can analyze how actively patients make an appointment .




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