Appointment time slot options

Right-clicking the Appointments Display Grid provides a list of actions you can take on an appointment or appointment time slot.

To view the appointment book drop-down menu:

1. Go to Zedmed's Reception tab.
2. Select Appointments.
   The Appointments Display Grid screen will open.
3. Right-click a time slot.
   The options available depend on whether you right-clicked an appointment or an appointment slot. Each option is explained below.

Drop-down list options

Right-clicking a time slot opens the following options:

• Details  - Look at and change the details of all appointments in a time slot.
  
  
• Edit - Change the details of the booking.
  
  
• Delete - Remove the booking completely (without trace).
  
  
• Cancel -Remove the booking from the display but keep it with a changed status (of cancelled). This can be useful for medico-legal purposes. A list of cancelled appointments can be printed through the Appointments Report.
  
  
• Pull File - Changes the colour of the time slot to designate that the file has been pulled.
  
  
• Attend - Add the patient to the Waiting Room using the usual Attendance form. It is not possible to "attend" Non-patient bookings as they must be registered first through Patient details. You can however change the "Status" of a Non-Patient booking to "Attended" using the Edit command, so the colour of the time slot is changed.
  
  
• Cut - Deletes the booking from the original time slot but saves it for Pasting to a new location.
  
  
• Copy - Leaves the original booking but stores its details for Pasting to one or several other time slots, which is useful for multiple repeat appointments (counselling sessions, injections etc.).
  
  
• Paste - Inserts the "cut or copied" booking details at the new position of the mouse cursor with the same duration, but you may change the notes or appointment type.
  
  
• Unavailable - Equivalent to the F8 button to mark a time slot as being unavailable for bookings.
  
  
• Extend Schedule - Permits the creation of an "ad hoc", single-day session for the doctor in view.
  
  
• Booking Rules - This is a text entry form, where you can record any notes relevant to a doctor's appointments preferences. Some doctors do not wish to see certain patients or want a 30-minute consultation for a new patient. Booking rules can be reviewed from within the Appointment Details form.