To book an appointment for a self-funding patient who has not been treated in your clinic previously, simply select the time and date in your diary that you would like the appointment to be.

This will then bring up the below screen. As we are booking for a new patient, we click on 'Create a New Client.'

It will then ask you to fill out the new patient's information. When you have input the information, click 'Create.' The fields in orange are complusory.

Once you have created the new patient, it will automatically populate some fields within the appointment screen. It recognises that this is the patient's first appointment so automatically pulled through the initial self-funding assessment charges.

To book the appointment, simply click 'Create.'

Did this answer your question?