Schedule an Appointment from the Waiting List
Scenario
In this example, a referral has already been added to eRecord and an appointment will be scheduled from the Outpatient Waiting List.
Instructions
In this example, I am using the Outpatient Waiting List by Person from the Published Waiting List tab in PM Office. There are other Outpatient Waiting Lists that can be filtered by Consultant/Specialty. You can add these waiting lists to your own Favourites “My Group”; please see the
How To guide to start creating your own “My Groups”.
- From the Published Waiting List, select Outpatient Waiting List by Person, then search for the patient using their MRN, NHS number, or initials and date of birth.
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- The waiting list displays.
- Right click on the correct line of interest and select Schedule from the menu.
SchapptBook will open with the Appointment Tab displayed. The patient name is already displayed and the encounter has been attached.
- Complete the Appointment Type field by clicking the ellipsis (…) to view all appointment types for your service, make selection and click OK. Note: you can type the first few letters so that you see a filtered list of appointment types.
- Clicking the Move button will transfer the appointment details to the Work in Progress section and an appointment date and time can now be given.
