How to Plan Appointments in the Treatment Section

Clinicians have the flexibility on Aerona to plan unscheduled patient appointments. This will allow receptionists to view the appointment/s instantly in the unscheduled appointment list and therefore gain an overview of how many appointments and what type of appointment the patient requires without having to check with the clinician. 

The clinician can plan future appointments by following the below steps:

Go to the 'Treatment' section > 'Treatments' > Select treatment plan > add in the treatments that you would like to be completed at a future date (leaving them in the planned state) > select 'plan appointments'. See below:

Once you have selected 'plan appointment/s' the below screen will populate. Simply type in the number of appointments that you would like to create and select 'Create Appointments'. (If the patient has already got future appointments for the same clinician you can also skip this step)

Simply drag the planned treatments into the appointments that you would like the treatments to be completed on. (See Below) The appointment type will automatically default to the current appointment but amendments can be made to each appointment by selecting the pencil icon located above each appointment. (See below)

Once you have selected the pencil, simply make the changes and select 'Save' to update. Once you are happy with the changes simply select the X. See below:

The appointments will then appear on the unscheduled list within the 'appointment' screen where the receptionists can then schedule the appointments. See below: