Appt Preferences: Allows you to set your preferences for the Appointment Book. See Appointment Book Preferences for more information.
Sync with Outlook/iCal: Genie's Appointment Book, Tasks List and Address Book can be synchronised with Apple's iCal and Address Book applications, and/or with Outlook on a Windows computer. As these applications can either be published to the web, or subsequently synced to a PDA, it is possible for you to access your appointments and To Do lists from anywhere.
Synchronisation can also occur in both directions. That is, an appointment created or modified in iCal or Outlook is subsequently created or modified in Genie. For more information please refer to our Synchronising Genie with iCal and Outlook article.
Transcription Export and BDT Export: Opens the window which allows you to export documents to be typed by a transcription service. For more information on these services, please see our Transcription Export article.
Find Appointment (Ctrl/Cmd + F): Allows you to search for a specific patient and locate all of their past and future appointments.
This is a useful feature if you would like to find out if a particular patient has an upcoming appointment to see a doctor, as well as allowing you to see when they last had an appointment.
Find Appointment for Patient (Ctrl/Cmd + G): Locates all appointments for the current highlighted patient in the Appointment Book.
Find Online Appointments: This feature searches for appointments 'Created By' an online appointment provider within your Appointment Book.
New Patient: Opens a new Patient Demographics window.
Copy Patient: Copies the surname, address and account holder details of the highlighted patient into a new Patient Demographics window. This is used to create new records for multiple members of the same family as it saves you from having to re-enter demographic information (providing that they all share the same address, etc).
Change Date: Allows you to change the date of the highlighted patient's appointment.
Deleted Appointments: Allows you to view deleted appointments from the past 14 days and restore any appointments that may have been inadvertently deleted.
Appts Type Report: Produces a printed report by Appointment Type for any given day or period of time. The report produces a numerical count of each appointment type where the appointment cell contains either a patient or non-patient appointment.
This report can also be accessed by going into File > Maintenance & Reports>Other Reports, then Alt + clicking on the Appointments Report.
Check Forward Referrals: This allows you to check that future appointments in a specified time frame have valid referrals.
Check Missing Invoices: This will check that all appointments for the specified date range (unless marked as DNA or Cancelled) have an invoice in their Account History with the corresponding date of service.
Check Missing Consults: This will check that all appointments for the day have either;
- A consultation record with notes entered into the History field; or
- An antenatal visit recorded in their current pregnancy record.
SMS Reminders (Ctrl/Cmd + Shift + S): Allows you to send an SMS reminder to patients regarding their appointment times. For further information, please see our SMS Reminders article.
Get SMS Replies (Ctrl/Cmd + Shift + G): Prompts Genie to search for any replies to previously sent SMS reminders. Any replies will then appear in the Confirmed column of the doctor's individual tab in the Appointment Book. For more information, please see our SMS Replies article.
Toggle SMS Replies (Ctrl/Cmd + Shift + Y): Can be used in the 'All' view of the Appointment Book to toggle between the patient's name and their SMS reply.
Email Reminders: Allows you to send an email reminder to patients regarding their appointment times.
Pending Procedures: Displays a list of all patients with Procedures that have not yet been linked to an appointment time.
From this window you can open the original procedure and make any necessary changes. For more information, please see our Procedures article.
Pre-op Notifications Check: Displays a list of patients who have upcoming procedures scheduled and provides a summary of items that need to be checked for each procedure. For more information, please see our Pre-op Notifications Check article.
Print Theatre List: Prints a list of patients booked in for procedures with a specific hospital and provider. For more information, please see our Generating a Theatre List article.
Waiting for Cancellation: Displays a list of patients with their status marked as Waiting for Cancellation. For more information, please see our Appointment Statuses article.
Add a Recall: Allows you to add a recall for the patient highlighted.
Recalls Due: Provides a list of patients with recalls overdue or due within 30 days. For more information, please see our Recalls article.
Review Correspondence: Opens up the Patient Correspondence window. This can also be accessed via the Appointment Book, using the Patient Correspondence icon . For more information on reviewing correspondence, please refer to our Reviewing Correspondence article.
Pending Births: This function is available if your practice type (File > Set Practice Type) is set to General Practice or Obs/Gynae/IVF Specialist. It will open up the Pending Births window where you can see all patients with pending births, along with additional information such as Agreed EDD, Hospital, Next Appt, etc.