Appointments
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The Appointment Booking combined with the Client Detail and Information screens, form the heart of the Client Record Master Application.

The simple creation of an appointment through the appointment booking screen creates all the necessary linkages to a unique treatment record.

This record in turn controls all related information captured and held within the Client Record Master System for that specific Client/Patient treatment.

The addition of a new client or patient to the system whilst making an appointment is simple, all that is required is the addition of the name to complete the appointment booking.

All the additional details and information can be entered later through both the client detail maintenance screens or in some cases via the treatment record screens.

There are a number of categories of information held on the client or patient some examples are:

  • Full client contact information.

  • Doctor's contact information.

  • Key personal information such as gender, marital status, age group etc.

  • Body Measurements.

  • Key dates are held. Date of birth, Anniversary and Reminder.

Booking an Appointment:

The system will prompt the user for all required information before allowing the booking of an appointment.

All appointments bookings are locked by the system as soon as treatment or payment information is linked to the booking, this action is taken by the system to prevent the accidental deletion of an active or completed appointment booking.

Deletion of bookings is only possible when that appointment booking has no underling treatment or payment information associated with it.

The process involves:

  • Selection of Treatment Location.

  • Selection of a Therapy and associated Treatments.

  • Selection of the Therapist performing the Treatment.

  • Selection of the Client booking the appointment.

  • Selection of a Single or Multiple booking

  • Select the appointment start time by simply click on the required time slot.

  • Click Book Appointment(s) button and the system has sets up all the underlying links to the client's treatment record.

 

 

 

 The Therapist's Solution to Client / Patient Consultation and Treatment Record Management.

 

 

 


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Last modified: 02.01.2010.