|Appt Preferences||Allows you to set preferences for the Appointment Book.|
|Sync with Outlook/iCal||You can sync Genie's Appt Book, Tasks and Address Book with Apple's iCal and Address Book applications, and/or with Outlook on a Windows computer.|
|Opens a window which allows you to export documents to be typed by a transcription service.|
|Find Appointment||Ctrl / Cmd + F||Allows you to search for all past and future appointments for a specific patient.|
|Find Appointment for Patient||Ctrl / Cmd + G||Locates all appointments (past and future) for the patient currently highlighted 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's demographics window.|
|Copy Patient||Ctrl / Cmd + L||This copies the surname, address and account holder details of the highlighted patient into a new demographics window. You can use this to create new records for multiple members of the same family.|
|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 time period.
You can also access this report through File > Maintenance & Reports > Other Reports then Alt + clicking on Appointments Report.
|Check Forward Referrals||This allows you to check that future appointments in a specified time 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:
|SMS Reminders||Ctrl / Cmd + Shift + S||Allows you to manually send an SMS reminder to patients regarding their appointment times.
You can also set up automatic SMS reminders within this window.
|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 appointment book diary.|
|Toggle SMS Replies||Ctrl / Cmd + Shift + Y||This option 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. You can open the original procedure record and make any necessary changes from this window.|
|Pre-op Notifications Check||The 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.|
|Print Theatre List||The Print Theatre List option allows you to print/email a list of patients booked in for procedures with a specific hospital and provider.|
|Waiting for Cancellation||Displays a list of patients with their status marked as Waiting for Cancellation in the Appointment Book.|
|Add a Recall||Allows you to add a recall for the patient highlighted.|
|Recalls Due||Provides a list of patients with recalls that are overdue or due within 30 days.|
|Review Correspondence||Opens up the Patient Correspondence window. This can also be accessed via the Patient Correspondence icon within the Appointment Book.|
Available if your practice type (File > Set Practice Type) is set to General Practitioner OR Obs/Gynae/IVF Specialist.
|This 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.|
Was this article helpful?
Let us know what else you'd like to see in this article. Sign in to leave a comment below.