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How to book a patient into an appointment ledger

How to book a patient into an appointment ledger on EMIS

Written by Max Thilo
Updated over 2 months ago

1. Click Appointment Book to go to the appointment ledger.

2. Your own ledger will populate automatically. Use Quick pick to view a practice GP’s clinic session.

3. Double-click the folder containing the doctors (usually under GMC or Sessional GP).

4. Ensure the doctor list appears under Selected items, then click OK.

5. The selected doctor ledgers will appear in the appointment booking screen.
You can toggle through calendar dates to view a session on another day.

6. Right-click a free or embargoed slot where you need to book the patient.
Reserve Urgent queries / Doctor to book only for same-day urgent appointments.
Book routine appointments into routine slots.

7. Right-click the chosen slot and select Book new patient.

8. Search for the patient’s name if they are not already retrieved.

9. Select a reason and add booking notes.

10. Click Book Slot.

11. For urgent same-day bookings, send an urgent task or urgent screen message to the doctor on session to flag the case.
If the urgent escalation is not acknowledged by the end of your shift, flag urgently to Asterix HQ.
Don’t forget to text the patient via AccuRx.

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