Get The Optomate Premier Series Appointment Book Has Been Developed Based On The Microsoft

The Optomate Premier Series Appointment Book offers a streamlined approach for managing appointments efficiently. This guide will provide you with step-by-step instructions to successfully fill out the appointment book online, ensuring clarity in your scheduling process.

Follow the steps to efficiently complete your appointment book.

1. Click ‘Get Form’ button to obtain the form and open it in your chosen editing environment.
2. Begin by setting up Appointment Types. Navigate to the Setup menu, select General, and then choose Appointment Types. Click on the ‘New’ button to create an Appointment Type and assign distinct colours for easier organization.
3. To initialise the working hours for each optometrist, access the Setup menu again, select General, and choose Optometrists. Search for an Optometrist by code or name, or click ‘New’ to add one if necessary.
4. Once you have selected an Optometrist, double click on their name to enter the Appointments Setup screen. Mark any inactive days and set the start and finish times for required days. Also, select a Default Appointment Type and define the duration for each appointment type.
5. To add an appointment, either double click on the desired cell within the appointment book or click the ‘New’ button and select ‘Patient Appointment’. Find the existing patient, or use the ‘Add New Patient’ feature if the patient is not already in the system. Specify the Appointment Type, Date, and Time.
6. If needed, set a reminder for the appointment to ensure it is never missed. Once all details are entered, click ‘Save’ to record the appointment.
7. To modify an existing appointment, select the cell and drag the time allocation to adjust. Alternatively, right-click on the appointment to delete if necessary.
8. To insert a break, highlight the appropriate time slot, click ‘New’, and select ‘Break’. For a recurring break, ensure to select a date range and set the frequency.
9. To adjust the start and end times for an optometrist on a specific day, click on the desired cell and then the ‘Change Schedule’ button. Enter the new times and click ‘Save’.
10. Mark the status of an appointment using the icons available at the top of the appointment screen to indicate its current status.
11. Finally, save changes, download, print, or share the form as necessary to ensure your appointments are securely managed.

Start filling out your Optomate Premier Series Appointment Book online to streamline your appointment management process.