How to register a patient for a visit?

Modified on Tue, 23 Apr 2024 at 11:54 AM

There are two ways to make an appointment:


  •     Book visit as a Quick visit - when you need to immediately register a patient in a faster, shortened way, e.g. when the patient is waiting, such registration does not require a lot of information.Attention! Such a visit will     be arranged as an unplanned visit - unscheduled,

  •     Classic path booking visit - this is how visits provided in the protocol are recorded, registration of this type         requires a bit more information to be entered.


To book Quick visit:


1. Open: Timetable

    Click on the note symbol on the left side of the screen.


2. Click: Quick visit at the top of the screen


Enter the patient. Attention! You can only select a patient that has previously been entered into the system (see how to: Add a new patient).

3. Click: Start visit


To book visit according to the protocol:


1. Open: Planner

Click on the note symbol on the left side of the screen.


There you will find:

  • Calendar of visits broken down by staff or offices


Attention! To modify the schedule, follow the instructions -> How to add and manage an office? and How to add or edit personnel details?)


  • List of scheduled visits
  • List of available dates


2. Select: Book visit


3. Enter all the required information.

Remember! You can only select previously entered patients and previously entered studies (see how to -> How to add a clinical trial?How to add a new patient? and How to assign a patient to a clinical trial?)



4. Click: Save

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