Add a Medical Centre Appointment

Select the Add Appointment option in the Medical Centre module to quickly open the appointment wizard and add a new patient appointment.  You can also log the dispense of medication and any follow up appointments here.

To use the appointment wizard:

1. Open the Medical Centre module.
2. Select the Overview tab:
   
3. Select the Add Appointment option from the right hand menu. The Create New Appointment window is displayed:
   
4. Select the Person Type for the appointment, either:
   
   • Pupil.
     or
   • Staff.
5. Start typing the name of the patient into the Search field.
6. Select the patient that you want to work with and click Next.
7. Complete the Schedule section of the window:
   
   
   1. Select a Visit Type or click  to add a new one.
   2. Enter a Reason for the appointment.
   3. Select a Location for the appointment or click  to add a new one.
   4. Select a Time From and Time To for the appointment.
8. Complete the Details section of the window:
   1. Select where the patient has Arrived From for their appointment and Departed To after their appointment. Click  to add new entries in these fields.
   2. Select the Transport Type that the patient has used to leave the appointment or click  to add a new one.
9. Set the Record Sensitivity for this record.
10. Click either:
    
    • Save & Close. The window closes and the appointment displays in orange in the calendar. It is also displayed in the patient record.
      If the Departed To location has been checked Out of School in Reference Data, a popup window prompts Would you like to register this pupil as out of school? Select Yes. This only applies to pupil appointments. The pupil is logged as Out of School in the register.
    • Save & Dispense. The Medication window opens to log the medication dispensed to the patient.
      or
    • Save & Follow Up.

Save & Dispense

Complete the fields displayed in the Medication window:

1. Select the Supplier of the medication or click  to add a new one.
2. Select the Medication being provided. If Other is selected, enter the name of the Non Stock Medication in the field displayed.
3. Select the Dose being dispensed and the Location of the medication. Click  to add a new location if required.
4. Set the Expiry Date of the medication and the Date and Time of Issue.
5. Check the Medication Consent checkbox if applicable. This is for records only.
6. Enter any relevant Notes regarding the treatment.
7. Set the Record Sensitivity for this record.
8. Click Save & Close. The window closes and the appointment displays in orange in the calendar. Both the appointment and the medication are listed in the patient record.
9. Choose to add a follow up appointment now if necessary. Double click on the new appointment in the calendar and click Save & Follow Up in the window displayed:
   

Save & Follow Up

Complete the fields displayed in the Diary window:

1. The details in the Schedule section are completed for you. Change the Location for the follow up appointment if necessary.
2. Set the Follow Up Date and Time.
3. Add any relevant Follow Up Notes regarding the treatment.
4. Either:
   
   • Save & Follow Up to add another follow up appointment.
     or
   • Save & Close. The window closes and the appointment displays in green in the calendar. It is also displayed in the patient record.