Linking a Procedure to an Appointment

This can be used for booking Patients into surgery and printing Theatre lists.

A procedure can be linked to a patient's appointment in two ways.

1. If the procedure is created via the appointment book

2. If the procedure is created in the patient's clinical record.

Appointment book

1. Highlight the patients name on the appointment book, and click on the Procedures icon

2. This will open up a Procedures window.

3. Complete all the necessary details and when finished, click OK.

4. This will result in the procedure being linked to the appointment selected.

Clinical Record

If the Doctor creates a Procedure for a patient via their clinical record, but doesn't know when the patient is available to have the procedure, they should tick the box called 'Needs an Appointment', and the OK button will turn to Appointment Pending.

This way the Procedure remains 'Pending' until it is linked to an appointment using the Procedures button on the Appointment page.

If the patient has more than one Pending Procedure, you will be able to select the appropriate procedure when linking to an appointment

Deleting an Appointment with an Attached Procedure

If you delete an appointment that has an attached procedure, Genie will prompt you as to whether you wish to keep this procedure.

You will also be prompted as to whether the procedure is completed or if you would like it to go on the list of pending procedures. This would be used for circumstances where people cancel surgery with the intention of rebooking when a more appropriate time is organised.