Question

How can I add an appointment in the HotDoc Appointment Calendar? 

Solution

The article below will guide you through how to add appointments manually into the Appointment Calendar for new or existing patients, or a follow up appointment for a patient that already has an appointment in the Calendar. 

• Add an appointment for a new or existing patient
• Add a follow up appointment for a patient in the Calendar
  
  

Add an appointment for a new or existing patient

1. In the Appointment Calendar view, select any green available time that you wish to book:
   
   
   
   
2. In the Edit Availability module, select the appointment type using the drop down and edit the date and duration. Then select Add Patient if you wish to add patient details:
   • If you just click Save, this will add a block in the book with no patient details. 
     
     
     
     
3. When adding patient details, you can search for an existing HotDoc patient's name, mobile or home phone (if they've previously made a booking at the practice via HotDoc) or adding a new patient to your HotDoc database:
   
   
   
   
4. If adding a new patient, enter their details as required and check the box to choose if the patient consents to HotDoc communication (e.g. Appointment Reminders), and if they require a new patient form to be sent by HotDoc. Click Save to enter this in the Calendar: 
   
   
   
   
5. Once saved, you will see this in the calendar with some of the patient's and appointment's details.
   
    

Add a follow up appointment for a patient in the Calendar

1. Click on the patient's existing appointment in the Calendar:
   
   
   
   
2. In the edit appointment module, click the Book Next Appt button:
   
   
   
   
3. You will see the practitioner's Week view in the Calendar, but you can click Day to view all practitioners' availabilities. Select the arrows, calendar icon, 1 wk/ 1mth/ 6mth buttons to search for the next appointment date/time, then select any green available time that you wish to book:
   
   
   
   
4. Confirm the details are correct and add in appointment notes if required, then select Add Next Appt to confirm this appointment.