Appointment – Ledger SystmOne

The following guide will show you all the features and benefits of using Appointments.  From a basic overview of the appointment ledger screen, booking appointments, marking the outcome of an appointment, cancelling appointments and much, much more.

Open SystmOne and select appointments button

The Appointment Ledge Screen will now Open

• Dates the Future.  Select the Month and Year field
• Dates this month: Select the day of the month that you require
• View Staff Appointments:  Find the name of the staff member that would like to see to review their appointment by selecting the box next to their name.

 

On the ledger, Right click on the required appointment slot. A list of options will appear:

• Book Appointment: Allows an appointment to be booked by searching for the required patient. This is used for only pre-arranged home visits and other pre-arranged
  patient appointments, not meetings (even if the patient is present).
• Book Textual Appointment: Allows free text to be entered into the appointment slot. This is not linked to a patient record. This is used for meetings, study leave,
  admin time, travel, statutory and mandatory training and supervision etc.
  NOTE: Meetings must be recorded a textual and not in the leave screen
• Block Appointment prevents others from using the slot. This is used to record lunch breaks.

Booking a prearranged appointment

• Right click on the required appointment slot, Select Book Appointment the patient search window appears. Type in the name of the patient that is to be booked into the selected appointment slot, and Click search, Click on the correct patient from the returned list and click OK

The book new appointment screen will appear.

 

The book new appointment screen will appear

Note:  There might be a prompt to ask if the appointment is for Waiting list.  Please select accordingly.

 

Patient Attended/Visited:

Right click on the appointment slot, click on Consultation this will access the patients record to write up patient notes after visit has taken place. It will also automatically update the appointment slot to finished once the patients record is saved.

Patient DNA/NO Access Visit: Right click on the appointment slot, navigate to Administration and click on the relevant option

Did Not Attend – for DNA to clinic appointment
No Access Visit – for failed home contact.

When a patient is marked as Did Not Attend or No Access and was previously on a
waiting list the following prompt will appear  Click Yes to add back to Waiting List

 

All cancelled appointments must be cancelled from the appointment ledger before the end of
the day prior to the appointment using the Cancelled options.
Right Click on the appointment slot, navigate to Administration and click on the relevant option

• Cancelled by Unit
• Cancelled by Patient
• Cancelled by Other Service
• Cancelled due to death

NOTE: A prompt will appear Never Click Rebook Later or Rebook Now

Don’t Rebook is chosen – this will cancel the appointment and remove the
appointment from the slot. If the patient was previously on a waiting list, the following
prompt will appear > Click Yes to add back to Waiting List

Right click on the required appointment slot, Select Textual Appointment, the book new appointment screen will appear

NOTE:  Once the meeting or training is completed please Right Click and select Finished

Blocking Slots

Right click on the required appointment slot, Select Block appointment. The Block slotscreen will appear. Type the reason why the slot is blocked. Click Ok.

Again fill out all the details as per the same as Textual Appointment

 

Appointment Ledger Key