Quick Guide

Open Schapptbook.

1. Click on Request List Enquiry.   
2. Set Enquiry to Request by Person.
3. Click on the Patient ellipse.
4. Type the patient’s MRN in the MRN field of the opening Patient Search window.
5. Click Search.
6. The patient’s demographics will appear on the right – hand side of the window – check you have the correct patient.
7. Click OK.
8. The Patient name now appears in the Patient field of the Request List, click Find.
9. Select the correct pathway for the patient from the list, then right-click to open a window of options.
10. Click Schedule.
11. The Appointment Attributes window opens, from here you have two options, edit the order if needed then click OK, or click OK immediately.
12. The patient details are now appearing in the Work in progress field, select the required appointment date from the calendar.
13. Select an appointment time.
14. Click Schedule.
15. Set the appointment duration – if fixed clinic slots, no need to.
16. Click OK.
17. The appointment slot will now be amber and show Pending.
18. Select Confirm.
19. Type in the TCI Location.
20. Click on the Offer tab.
21. Input Current Appt TCI Date and Current Appt TCI Time.
22. Click OK.
23. The appointment has now been confirmed and showing blue.