Navigate to Appointments to see the full schedule. The list shows:
| Column |
Description |
| Time |
Scheduled appointment time |
| Patient |
Patient name |
| Type |
Type of consultation |
| Clinician |
Assigned clinician (if booked with a specific doctor) |
| Status |
Current status of the appointment |
| Payment |
Payment status |
You can filter appointments by date range or status.
- Click New Appointment
- Complete the form:
- Patient — search for the patient by name or NHS number
- Clinician — optionally assign to a specific clinician
- Appointment Type — select the type of consultation
- Date & Time — choose the appointment slot
- Reason for Visit — describe the patient's symptoms or reason for attending (use the SNOMED search if available)
- Payment Method — select Self Pay, Insurance, or Corporate Sponsor
- Click Save
The patient will receive a confirmation notification automatically.
When booking an appointment, you can record the patient's reason for visiting using either:
- Free text — type the patient's description of their symptoms directly in the Reason field
- SNOMED CT search — if you have the receptionist role, a SNOMED search box appears allowing you to select a coded reason (see the Recording Symptoms with SNOMED guide)
After the appointment takes place, update the status:
| Action |
How |
| Patient Attended |
The clinician will mark the appointment as completed after the consultation |
| Patient Cancelled |
Open the appointment and click Cancel Appointment, then enter the reason |
| No Show |
If the patient did not attend, contact your Registered Manager to arrange the appropriate status update |
- Open the appointment detail page
- Click Cancel Appointment
- Enter the reason for cancellation (e.g. "Patient called to cancel", "Clinician unavailable")
- Confirm
The patient will be notified of the cancellation automatically.
- Double-check patient details before booking — verify name and DOB
- Record a clear reason for every appointment — this helps the clinician prepare
- Cancel appointments promptly when a patient notifies you
- If rescheduling, cancel the old appointment first, then book a new one
- Check for duplicate bookings before creating a new appointment