Linking Appointments for incoming referrals

Incoming referrals can be linked to appointments right from the referral tab in the patient chart.

Open the patient chart, select the referrals tab, and open the applicable referral.

Scroll down to the appointment detail section.

1. Click on ‘Book Appt’, this will open the scheduler,
2. Select the provider from the left side selection,
   
3. Drag the appt in the shuttle bay to the applicable time,
   
4. Complete appt details as required.
   
5. Return to Tabletop View.
   

If an appointment is already booked and you wish to link that appointment to this referral, click on the 'Link to appt' button.

1. To access the patient appointment, click ‘Goto Appt’ , it will open the scheduler and the appointment details.
   
2. Any changes to the appointment date and time for the linked appointment will also be reflected in this referral.
   
3. If the appointment is cancelled, a warning will appear stating it is linked to a referral and may need to be rebooked.
   
4. To unlink the Appt, click the “Unlink Appt’ button. 

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