{"id":8262,"date":"2024-06-17T14:00:41","date_gmt":"2024-06-17T14:00:41","guid":{"rendered":"https:\/\/training.nuth-itt.co.uk\/?page_id=8262"},"modified":"2026-03-12T16:44:32","modified_gmt":"2026-03-12T16:44:32","slug":"appointment-ledger-systmone-detailed-guide","status":"publish","type":"page","link":"https:\/\/training.nuth-itt.co.uk\/?page_id=8262","title":{"rendered":"Appointment – Ledger SystmOne Detailed Guide"},"content":{"rendered":"

Appointment – Ledger SystmOne<\/h1>\n
Information<\/div>\n

The following guide will show you all the features and benefits of using Appointments.\u00a0 From a basic overview of the appointment ledger screen, booking appointments, marking the outcome of an appointment, cancelling appointments and much, much more.<\/p>\n

Appointment Ledger Overview<\/div>\n

Open SystmOne<\/strong> and select appointments button<\/p>\n

\"\"<\/p>\n

The Appointment Ledge Screen will now Open<\/strong><\/p>\n

    \n
  • Dates the Future.\u00a0 Select the Month and Year field<\/li>\n
  • Dates this month: Select the day of the month that you require<\/li>\n
  • View Staff Appointments:\u00a0 Find the name of the staff member that would like to see to review their appointment by selecting the box next to their name.<\/li>\n<\/ul>\n

    \"\"<\/p>\n

     <\/p>\n

    Book an Appointment<\/div>\n

    On the ledger, Right click<\/strong> on the required appointment slot. A list of options will appear:<\/p>\n

    \"\"<\/p>\n

      \n
    • Book Appointment<\/strong>: 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
      \npatient appointments, not meetings (even if the patient is present).<\/li>\n
    • Book Textual Appointment:<\/strong> 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,
      \nadmin time, travel, statutory and mandatory training and supervision etc.
      \nNOTE: <\/strong>Meetings must be recorded a textual and not in the leave screen<\/strong><\/li>\n
    • Block Appointment<\/strong> prevents others from using the slot. This is used to record lunch breaks.<\/li>\n<\/ul>\n

      Booking a prearranged appointment<\/strong><\/span><\/p>\n

      Booking a prearranged appointment<\/div>\n
        \n
      • Right click<\/strong> on the required appointment slot, Select Book Appointment<\/strong> 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<\/strong>, Click on the correct patient from the returned list and click OK<\/strong><\/li>\n<\/ul>\n

        The book new appointment screen will appear.<\/p>\n

        \"\"<\/p>\n

         <\/p>\n

        The book new appointment screen will appear<\/p>\n

        \"\"<\/p>\n

        Note:\u00a0<\/strong> There might be a prompt to ask if the appointment is for Waiting list.\u00a0 Please select accordingly.<\/p>\n

         <\/p>\n

        Outcome of the appointment – updating your ledger<\/div>\n

        Patient Attended\/Visited:<\/strong><\/p>\n

        Right click<\/strong> 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.<\/p>\n

        Patient DNA\/NO Access Visit:<\/strong> Right click<\/strong> on the appointment slot, navigate to Administration and click on the relevant option<\/p>\n

        Did Not Attend<\/strong> – for DNA to clinic appointment
        \nNo Access Visit<\/strong> – for failed home contact.<\/p>\n

        \"\"<\/p>\n

        When a patient is marked as Did Not Attend<\/strong> or No Access <\/strong>and was previously on a
        \nwaiting list the following prompt will appear\u00a0 Click Yes to add back to Waiting List<\/p>\n

         <\/p>\n

        Cancelled Appointments<\/div>\n

        All cancelled appointments must be cancelled from the appointment ledger before the end of
        \nthe day prior to the appointment using the Cancelled options.
        \nRight Click<\/strong> on the appointment slot, navigate to Administration and click on the relevant option<\/p>\n


        \n\u2022 Cancelled by Unit
        \n\u2022 Cancelled by Patient
        \n\u2022 Cancelled by Other Service
        \n\u2022 Cancelled due to death<\/strong><\/p>\n

        \"\"<\/p>\n

        NOTE: A prompt will appear Never Click Rebook Later or Rebook Now<\/strong><\/p>\n

        Don\u2019t Rebook is chosen<\/strong> \u2013 this will cancel the appointment and remove the
        \nappointment from the slot. If the patient was previously on a waiting list, the following
        \nprompt will appear > Click Yes to add back to Waiting List<\/p>\n

        Booking a Textual Appointment<\/div>\n

        Right click<\/strong> on the required appointment slot, Select Textual Appointment,<\/strong> the book new appointment screen will appear<\/p>\n

        \"\"<\/p>\n

        NOTE:\u00a0 Once the meeting or training is completed please Right Click and select Finished<\/strong><\/p>\n

        Blocking Slots<\/strong><\/p>\n

        Right click<\/strong> on the required appointment slot, Select Block appointment. The Block slotscreen will appear. Type the reason why the slot is blocked. Click Ok.<\/strong><\/p>\n

        \"\"<\/p>\n

        Again fill out all the details as per the same as\u00a0Textual Appointment<\/strong><\/p>\n

         <\/p>\n

        Appointment Ledger Key<\/strong><\/span><\/p>\n

        \"\"<\/p>\n","protected":false},"excerpt":{"rendered":"

        Appointment Ledgers SystmOne<\/p>\n","protected":false},"author":2,"featured_media":3303,"parent":1493,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"detailed-guide.php","meta":{"inline_featured_image":false,"footnotes":""},"categories":[249],"tags":[363],"class_list":["post-8262","page","type-page","status-publish","has-post-thumbnail","hentry","category-systmone","tag-systmone"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/8262","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8262"}],"version-history":[{"count":8,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/8262\/revisions"}],"predecessor-version":[{"id":21597,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/8262\/revisions\/21597"}],"up":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/pages\/1493"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=\/wp\/v2\/media\/3303"}],"wp:attachment":[{"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8262"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8262"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/training.nuth-itt.co.uk\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}