View and Manage Scheduled eAppointments


When an appointment is successfully scheduled, it will automatically appear in the D4W/PSS Appointment Book, however there is an added layer of checks allowing the practice to view all eAppointments and ensure they've scheduled correctly. 

Common practice is for the list to be checked when the eAppointments icon mceclip0.png appears in the Appointment Book toolbar. The user can check the patient and appointment details, ensuring the booking is suitable to their needs, and see who requested a phone call to confirm the booking. 

  1. Go to Appointment Book > View eAppointments

  2. See the Appointments sub-tab

    1. Card #: The card number is generated automatically from D4W/PSS
    2. Patient: Patient’s name

    3. Phone: The number listed in the Phone field within D4W/PSS

    4. Mobile: The number listed in the Mobile field within D4W/PSS

    5. Book: Shows which book the patient made the appointment in

    6. Date/Time: Shows the date and time of the appointment

    7. Recall: Indicates with a tick if it’s a recall appointment

    8. SMS: Shows if an SMS was sent for the patient’s appointment confirmation

    9. Phone: Shows if the patient would like their appointment confirmation via a phone call. When the confirmation is made, the practice can tick the Confirmed box

    10. Sync Time: Displays the time that the appointment was created in D4W/PSS

    11. Notes: Shows any notes written by the patient when the appointment was created

    12. Show only needed Phone Confirmation: Tick to see only appointments that require a phone call

    13. Print List: A report of all bookings for the period selected that came from eAppointments

    14. Clear List: When selected, the system will clear the list of all bookings that came from online

    15. Processed: Select to mark the bookings in purple to indicate the surgery has contacted the patient

    16. Click Exit after all records have been Processed
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