How to register a patient for a visit?

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