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Managing Appointments | How to add and edit appointments in Pearl
18221
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Managing Appointments

Managing Appointments

This includes adding, moving and cancelling appointments. 

Adding Appointments

The two ways to add appointments to the appointment book are:

 

1a) Hover over an available slot for the desired time on the appointment book and double click.

or

1b) Left click once on an available slot for the desired time to highlight it. Next press the green + button on the bottom left of the page to add an appointment.

2) As a result a popup window will appear and will automatically input the information of the patient that is currently selected in patient records.

 

3) To change the patient, click the magnifying glass button and search for any patient in your appointment book.

 

4) Fill in the appointment type and duration (if it needs amending).

 

5) Press the save button and the appointment will be added.

Editing Appointments

 

1a) Left click the appointment that needs adjusting and right click. A drop-down menu will appear, go down the list and select ‘Edit’.

The two ways to edit appointments in the diary are:

1b) Left click once the appointment that needs adjusting. Once the appointment is highlighted, press the yellow edit button on the bottom left.

or

2) A window will pop up with the current information about the appointment.

3) Adjust the appointment to the new desired appointment type, duration and status. Click the save button and your adjustments will show in the appointment book.

We hope this tutorial has helped with the basics of managing appointments. Go here if you would like to find out how to make Family Appointments or here if you wish to change your Appointment Types.