Allocating a Patient to an Appointment
How to assign a patient to an appointment slot.
1: Locate the Unoccupied Appointment Slot
- Log in to your account and navigate to your 'Schedule' section.
- Find the unoccupied appointment slot on your calendar. Unoccupied slots are displayed in blue.
- Click on the desired blue slot to open the appointment details.

2: Assign a Patient to the Slot
- Enter Patient Information
- In the 'Patient' field, type in the patient's EMIS number or select it from the dropdown menu.

- Select Appointment Type
- Choose the type of appointment from the following options:
- Video.
- Face-to-Face.
- Voice.
- Assign Patient Assessments (Optional)
- Select any patient assessments you wish the patient to complete before the appointment.
3: Confirm the Assignment
- Click on 'Assign Patient' to finalise the appointment.
- Note: Once you assign the patient, the appointment will be added to their schedule, and they will receive an automated email notification.
Optional: Remove an Appointment Slot
- If you need to delete the appointment slot:
- Click on 'Remove Schedule' instead of assigning a patient.
- Warning: This action will delete the appointment from your schedule. You will need to recreate the slot if you wish to schedule it again.

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