Booking Family Appointments

1. To open the Edit Family Appointment window either
   Select an appointment time and double-click to bring up the Edit Appointment window, from here click the Create Family Appointment button.
   or - Click the +1 button at the bottom right corner of the Hold List (or double click the clipboard) and then click the Create Family Appointment button

   

2. In the Edit Family Appointment window, locate the first member for the appointment by entering their name into the Sort By field:

   

   All family members will be automatically selected to attend the family appointment:

   

3. Use the >> button to remove family members that are not to be booked into this appointment.

4. Enter information regarding the Service, Category, Room, Provider, Time, Total Length, and optionally type Notes about the appointment.

5. Click the Save button. This then places the appointment into the selected appointment time (if you started from the appointment book) or back onto the hold list / clipboard (if you started from the Hold List).

6. If saving back to the Hold List, drag into an available appointment slot.

7. When the family comes in for the appointment, The family members will appear individually in the Arrivals tab allowing you to indicate which of the family members have arrived for the appointment by checking the checkbox against each patient (this will then activate the correct number of stick people to appear at the door in the surgery).

   

8. If using Appointment Workflow) When you click the Family appointment as Arrived, the appointment workflow Arrival Window will show family members individually, allowing you to deal with outstanding issues (such as Medical History Update) per patient.

9. If using Appointment Workflow) When the family appointment is completed, the Departure List will show each family member, again allowing you to deal with outstanding issues (such as Collect Mobile number) per patient:

   

See Booking Further Family Appointments for booking additional family appointments once the family appointment is complete but additional treatment is required.