Appointment Book

Gentu's Appointment Book gives you an overview of your appointments and schedule. From this screen you can add patients, print reports, configure your schedule, and preview the days and weeks ahead.

Navigating the Appointment Book

When you first open the appointment book, Gentu will show you the current date by default.

The pink line across the screen indicates the current time of day.

Navigate with the calendar

You can use the calendar icon in the top left to navigate forwards or backwards through the Appointment Book.

Simply click the day of the month that you wish to navigate to, to view appointments for that day or the week encompassing that day.

You can use the arrow icons to navigate backwards or forwards month by month.

Or, you can use the drop down menus to select a specific month or year.

Day and Week view

Gentu has two ways to view the appointment book: Day view and Week view.

You can toggle between the two views by selecting the view in the top left-hand corner.

Week view will show the seven day period, from Monday to Sunday, encompassing the currently selected date.

Today

Click the Today button to return to today's date in the Appointment Book.

Hide sidebar

You can hide the left-hand sidebar of the appointment book by clicking the arrow to the left of the  Today button.

This will hide the calendar, Print button, Providers list, and Appointment Types legend.

In collapsed mode, you can navigate through the appointment book using the arrow icons at the top of the screen to scroll backwards or forwards to the next or previous day or week.

Add an appointment

Existing patients

To create an appointment for an existing patient in your database:

1. Navigate to the Appointments page.
2. Click on the appointment time slot where you wish to book the appointment.
3. The appointment details window will open.
4. In the search bar, begin to type in the patient's name or DOB to search for them.
   
5. Select the patient from the list of search results.
6. Add any additional information; such as the location, notes or the appointment status.
7. Click Save to book the appointment.

New patients

You can add appointments for patients who do not already exist in your practice.

Adding an appointment for a new patient will create their patient record automatically.

1. Click on the time slot where you wish to book their appointment.
2. Fill in the patient's name and DOB.
   
3. Fill in any additional information in the window as required, such as their mobile number, or any notes for the appointment.
4. Click Save.

A new patient record will be created. You can fill in the rest of their information at a later time.

Procedure Bookings

Procedure bookings operate slightly differently to non-procedure patient appointments.

Please see the Procedures article for more information.

Delete or edit appointments

Move appointment to a new time slot

1. Simply click and drag the appointment to its new time slot (as shown above).
2. Gentu will present you with a pop-up window.
   
3. Select Confirm to move the appointment or Cancel to keep the appointment at its original time.

Alternatively, you can click the appointment to view its details, and manually change the Start time.

Move appointment to a new date

While in Week view, you can use the click-and-drag method to change the date of the appointment to a new day in the same week.

1. Simply Click and drag the appointment to its new time slot on a different day.
2. Gentu will present you with a pop-up window.
3. Select Confirm to move the appointment or Cancel to keep the appointment at its original time.

If you wish to change the appointment to a new date outside of the current week:

1. Click the appointment to view its details.
2. Change the Start date.
3. Select Save.

Change appointment duration

There are two ways to change the duration of an appointment.

1. Locate the appointment in the Appointment Book.
2. Hover your mouse over the appointment.
3. You will see double lines appearing at the middle top and middle bottom edge of the appointment.
   
4. When you hover your mouse over the double lines, your mouse cursor will change to a double-headed arrow.
   
5. Click and drag the top or bottom edge of the appointment to increase its duration.
   • Note that clicking and dragging from the top edge of the appointment upwards will also change the appointment's start time.
6. Gentu will present you with a pop-up window confirming the change of duration.
   
7. Select Confirm.

Alternatively, you can click the appointment to view its details, and manually edit the Duration (in minutes). Press Save to confirm the changes.

Change appointment provider

If you have multiple providers' columns in your appointment book, you can use the click-and-drag method to change the provider for the appointment.

Click and drag the appointment into its new column at the desired time, and select Confirm to save the changes.

Delete appointment

To delete an appointment:

1. Click on the appointment.
2. Select Remove to delete it from the Appointment Book.

Appointment statuses

You can change an appointment's status to reflect further details.

The appointment status is indicated by a small icon shown in the top right of the appointment when viewed from the appointment book.

• To set an appointment status, click on the appointment and select the status from the Appointment Status drop down menu.

Gentu also has a few appointment statuses that will apply automatically.

All of the appointment statuses are outlined below.

	Confirmed	The patient has confirmed their appointment.
	In waiting room	The patient has arrived and is waiting to see the doctor.
	Completed	The patient has seen the doctor.
	Did not arrive	The patient did not arrive to their appointment.
	Cancelled	The patient has cancelled their appointment.
	No referral (automatic)	The patient does not have a valid referral for this appointment date.
	Billed (automatic)	The patient has been billed for this appointment.
	PMF due (automatic)	The patient's Pregnancy Management Fee is due.

Other appointment details

From a patient's booked appointment, you have access to a number of other functions.

Click on a patient's appointment to view its details. From here you can:

• SMS the patient
• Add an invoice
• Add an attachment
• Create a letter
• Create a procedure
• Create a quote
• Add a recall
• Add a To Do task
• View a Pregnancy Management Fee due date.