Quick Guide

Open Schapptbook.

1. Select the correct Appointment Type field you are looking to book.
2. Select the specific Appointment Location from the drop-down box.
3. Click on the Patient Name ellipsis button to open the Patient search window.
4. Type in the Patient’s MRN.
5. Click Search.
6. The patient’s demographics will appear in the top row, check to ensure these details are correct.
7. Click Add Encounter.
8. Click Yes to the ‘Is this a Waiting List encounter ‘question.
9. From the Available Conversations window select Inpatient Waiting List.
10. Click OK.
11. Right click in the top left-hand corner of the episodes row, then click Add Episode.
12. Click OK.
13. Select 18 Week Wait Pathway from the Pathway form window.
14. Click OK.
15. Double left - click on the new episode created.
16. Select Yes for UK Resident for 12 Months option – if unsure, select unable to validate, can update when Patient arrives for appointment.
17. Click on the Inpatient Waiting List tab.
18. Complete the following yellow mandatory fields:

• Lead Clinician – enter and find name.
• Referring Clinician – enter and find name.
• Intended management – set to Day Case.
• Priority Type – Routine or Urgent.
• Admission Booking Code – Full booking.
• Admission type – Select Waiting List.
• Clinical Priority – Select appropriate priority.
• Pathway Issuer – if NUTH type then, click the ellipse to quickly find NUTH.
• Intended RTT Status – Select appropriate status.

19. Click OK.
20. An Inpatient Waiting List window appears informing you of aliases created for the patient, click OK.
21. The patient’s name is now populated in the Patient Name field, type in or search for the Lead Clinician name.
22. Click Move to move the patient’s details into the Work in progress right hand column.
23. Type the order name in the Search field of the opening Appointment Attributes window.
24. Press enter key to place order name in box below.
25. On order name, double left-click on mouse to place order in order top column.
26. Complete any mandatory fields.
27. Click OK.
28. The patient’s details are now populated in the Work in progress column, click Request.
29. You can now filter appointment options from the opening Request for Book window.
30. Click OK.

The patient has now been placed on the Day Case waiting list.