Quick Guide

1. Click on the Appointment tab.
2. Type Cardiothoracic in the Appointment type field.
3. Click on the ellipse.
4. Select CARDIOTHORACIC SURGERY TX F/UP from the opening Appointment Type help window, then click OK.
5. Select the IOT Location in the Appointment Location field.
6. Select the ellipse in the Patient name field to open the Patient search window.
7. Type the patient’s MRN in the MRN field.
8. Click Search.
9. Check the correct Patient details are now showing in the top right-hand side row - If correct, move on to stage 10, if not correct check you have typed in the correct MRN and repeat stage 7.
10. Select the Outpatient Cardiothoracic encounter.
11. Click OK.
12. If the Future Requests/Appointments window appears, click OK.
13. The patient’s name will now appear in the Appointment column – you can select a specific Consultant and add any comments at this point.
14. Click Move to move the patient’s appointment details across to the Work in progress column.
15. Select the appointment date and clinic time slot.
16. Select Schedule.
17. Click OK in the opening Schedule window.
18. The appointment slot now changes to an Orange colour – the slot is now reserved.
19. Select Confirm.
20. From the opening Confirm window select Consultant in the Correspondence Schedule Resource field – the consultant’s name will appear on the letter sent to the patient.
21. Select No from the opening Wrong conversation window.
22. The appointment slot will now be showing Yellow confirming the appointment – Yellow signifies a follow -up appointment.