Booking an appointment for an existing Patient in Nookal can be done with just a few clicks. It is also possible to quickly book recurring appointments.
Rebooking From a Previous Appointment
Before you start...
When rebooking an appointment this way, the appointment will default to the same Case and Service of the selected appointment. If this is not what is required, open the New Appointment and change the Case/Service and Save Changes.
1. Click on a previous Appointment to open the Appointment window.
2. In the appointment Classic view, click on the Appointment tab.
Discover more...
With Fresh view, simply click Rebook at the bottom of the Appointment window.
3. Click Rebook Appointment.
4. Click on an available time slot in the appropriate Day/Provider Calendar column.
5. In the pop-up warning that opens, click No to book a single appointment or Yes to continue rebooking appointments for this Patient.
Hot Tips
If this notice is displayed at the top of the Calendar, clicking in the Calendar will book more appointments. Press "Esc" at any time to stop rebooking appointments.
Rebooking a Patient Without a Recent Booking
1. Go to the Calendar.
2. Click on an available slot in the appropriate Calendar column.
3. Enter the First Name and Last Name of the Patient in the appropriate fields.
4. Click on the appropriate Patient in the list of Patients that match the name.
Hot Tips
Confirm it is the right Patient with the date of birth displayed on the right if in the Patient Profile.
Important!
The Appointment Type and Case will default to the most recent booking.
5. If required, select a different Case or Create a New one. Click here for further guidance on Cases.
6. If required, click on the Appointment Type to change it.
7. Click Create.
The appointment will be added to the Calendar.
Hot Tips
If the Invoice Automation feature has been enabled on your account, more options on the appointment will be visible, including:
1. The option to "Exclude from Batch Invoicing" will be available, and deselected by default. If this option is selected, the appointment will be excluded from Batch Invoicing.
2. The option to "Add Invoice Items" which will populate generated invoices with the appointment service plus any other items selected here.
3. The option to "Add to Future Appointments" checkbox, which allows the selected items to apply to future appointments for the Patient.
4. The option to enter "Invoice Notes" which will apply to the generated invoice after saving the appointment.
5. "Funded Approvals" (eg, Budget Balances) will be moved to it's own tab.
Booking Recurring Appointments
1. Click on the Appointment to open the Appointment window.
2. Click on the Appointment tab and select Add Recurring Appointments.
Hot Tips
With Fresh view, simply click Add Recurring at the right-hand side of the Appointment window.
3. Select the Consultation Type, Booking Duration, Frequency, Number of Repetitions and Days of Recurrence for this appointment.
4. Click Check Dates under Availability Status to make sure the Provider is available on these days at the selected time.
Important!
If Check Dates is not selected, the Recurring Bookings will not be added after clicking Save.
5. Review the selected available dates and click Save.
Booked appointments will be added to the Calendar and can be viewed in the Patient's Bookings section.