Review the request
- Open Reception and find the new request.
- Check the patient's name and contact details, requested service, doctor, time, and note.
- Search Patients to avoid creating a second profile for the same person.
- Check Calendar before confirming the time.
Confirm it
- Choose the request and review the appointment details.
- Select or confirm the patient, service, doctor, branch, date, and time.
- Save the appointment.
- Check that it now appears in Calendar and that the request no longer waits for review.
If the time cannot be used
- Do not place two patients in the same unavailable time.
- Offer a nearby time or add the patient to the Waitlist.
- Record the promised contact as a follow-up so it is not forgotten.
- Tell the patient clearly whether the booking is confirmed or still awaiting a choice.
