Tutorial

By Ben Baker
10 March 2026
Tutorial

Adding Patients to a Waiting List

Adding Patients to a Waiting List When a patient cancels, they can be added to a list and rebooked from the list. To do this add a tick to the box when appointments are...

By Ben Baker
10 March 2026
Tutorial

Adding a Planned Appointment

Adding a Planned Appointment You can add a planned appointment by using the patient banner at the top of the screen. Assure you that the appointment display by ticking the "Planned" button. Once you...

By Ben Baker
10 March 2026
Tutorial

Bulk Rota Setup

Bulk Rota Setup Access the ‘Bulk Rota Setup’ either from Diary Management in the appointment book OR ‘Settings and Bulk Rota Setup’The following screen will open to select the staff member, start and end...

By Ben Baker
10 March 2026
Tutorial

Sending Lapsed Recalls

Sending Lapsed Recalls To access Recalls, open the practice diary > Open Diary Management > Select Lapsed Recalls When accessing the Recall list, you can select the following parameters. Date range / intervalClinicianPatient type/ageRecallExemption...

By Ben Baker
10 March 2026
Tutorial

Sending Recalls

Sending Recalls To access Recalls:Open the practice diary.Open diary management.Select Recalls. When accessing the Recall list, you can select the following parameters.Date RangeClinicianPatient type/ageRecallExemption Once you have selected the required parameters select"Search for patient...

By Ben Baker
10 March 2026
Tutorial

Sending Appointment Reminders

Sending Appointment Reminders To access reminders, Open the practice diary > Open Diary Management > Select Appointment Reminders When accessing the reminder list, you select the date range of appointments to remind This shows...