How to Create a Pending Appointment

To create a Pending Appointment from the Schedule or Diary:

1. From the Location tab, click Schedule (US) or Diary (UK).
2. Under Actions, click Schedule an Appointment. The Patient Search feature is displayed.
3. Find and select the patient by clicking on their name. A panel is displayed with more options.
4. Under Snapshot, click Book Now. The Appointment window is displayed.
5. In the Search to add procedures field, add the procedures for the appointment.
   Note: You can use the list on the right to search from a different list of procedures.
6. Click Save Appointment.
   
   

To create a Pending Appointment from the patient's Home tab:

1. From the Patient Home tab, click Schedule an Appointment. The Appointment window is displayed.
   
2. In the Search to add procedures field, add the procedures for the appointment.
   Note: You can use the list on the right to search from a different list of procedures.
3. Click Save Appointment.
   
   

Pending appointments are created automatically when the following action is taken on an appointment:

• Cancelled = Removes from the appointment book to the Pending List.
• Broken = Removes from the appointment book to the Pending List.
• Failed = Remains on the Scheduler and is added to Pending List.

You can manage the pending appointments within the Pending List (Location tab > Appt Worklists > Pending List). See How to Delete or Reschedule an Appointment From the Pending List for more information.