Adding An Appointment

Move to the cell you want by using the keyboard, or clicking once on the cell.

Type the patients Surname or the first few letters of the Surname. If you want to narrow the search to the patient’s First name, you can do so in one of two ways:

Then press the Tab or Return key.

A list of matching patients will be displayed for you to select from.

If Genie cannot find a matching patient record, then what you have typed will remain in the cell and become coloured brown signifying a non-patient appointment.

If this is meant to be a non-patient appointment such as “Breakfast Meeting” then this is fine. If you are sure that the patient does indeed have a record then you should check what you have typed. Either you have spelt their name incorrectly, or their name has been entered into the database incorrectly in the first place. A common mistake is to have entered the first name into the Surname field and vice versa. If you find that they are not in the database and you wish to create a record for them, then select the cell again and select “New Patient” (or Ctrl + N) from the Appointments menu.

A new patient record can also be created by clicking on the Add a new patient record  button on the appointments page

A new patient record will be created with the Surname and First name as entered into the appointment cell. Fill in whatever other details you have and then Save the record and the appointment cell will be updated accordingly.

If you don’t want to create a record for them at this stage because they are a new patient and may not actually turn up, then leave the appointment as is. You can use it later to create the patient record if and when they arrive.