Once a Class is scheduled in the Calendar, it is quick and easy to add Patients to the Class. Patients can be added to a single Class, to all associated Classes scheduled, or to specific Classes. See below for more details.
Adding a Patient to a Class
1. In the Calendar, click on the Class.
2. Type in the First Name and Last Name in the appropriate fields or click the arrow to search for a Patient.
3. Click on the Patient's Name in the list or click Create New Patient if appropriate.
4. Select the appropriate Price for the Patient (if appropriate e.g. specific price for a Third-Party Payer).
Hot Tips
Different prices can be set up in the Classes setup page for different Payers. See Creating Classes for more details.
5. Select the appropriate Case (optional but highly recommended).
Important!
If a Case is not selected for the booking, the practitioner will not be able to write a Clinical Note for this Class. The Booking will need to be edited before Clinical Notes can be written for the Class.
6. To add the Patient to multiple Classes tick the corresponding boxes in the Timetable list.
7. Click Add Patient.
8. Repeat these steps for each additional Patient.
Once added, Patients will be shown in the Patient list of the Class and the number of participants booked will be displayed on the Class in the Calendar.
Editing a Patient Booking
Before you start...
When removing a Patient from a Class, this Class will show as Cancelled in the Patient Booking history.
1. In the Calendar, click on the Class.
2. Tick the checkbox to the left of the Patient.
3. Click Edit Booking on the right side menu.
4. Under Timetable, add or remove Classes by ticking/unticking the corresponding boxes next to Classes.
5. Click Save Changes.
Linking a Case to a Class Booking
1. In the Calendar, click on the Class.
2. Tick the checkbox to the left of the Patient.
3. Click Edit Booking on the right side menu.
4. Select the appropriate Case in the Case section or Create a New Case if appropriate.
5. Click Save Changes.
Adding a Payer to a Patient's Class Booking
1. In the Calendar, click on the Class.
2. Tick the checkbox to the left of the Patient.
3. Click Edit Booking on the right side menu.
4. In the Patient section, select a Payer.
5. Select a different Price if appropriate.
6. Click Save Changes.