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Appointment Management
Use Helix to manage appointments for your health service and the patients' flow through your clinic.
Patient's appointments
Create a Blocked or Unavailable Appointment
Block out time in the appointment book to make that time unavailable for appointments for one or more healthcare providers.
Edit Blocked or Unavailable Appointments
Users with access to the Appointment book can update a blocked appointment event or series.

Appointment Management
Use Helix to manage appointments for your health service and the patients' flow through your clinic.
- Appointment Book
- Patient's appointments
  - Create an Appointment for an Existing Patient
    This procedure is for patients who are already in your database.
  - Create an Appointment for a New Patient
    This procedure is for patients who are not already in your database.
  - Create an Appointment for a Provisional Patient
    If you don't have enough information about a patient to record all the minimum demographic information, but they still need to be attended to, create a provisional patient.
  - Create a Blocked or Unavailable Appointment
    Block out time in the appointment book to make that time unavailable for appointments for one or more healthcare providers.
    - Edit Blocked or Unavailable Appointments
      Users with access to the Appointment book can update a blocked appointment event or series.
    - Delete Blocked or Unavailable Appointments
      Users with access to the Appointments book can delete the blocked appointment event or series.
  - Reschedule an Appointment Time or Date
    Quickly reschedule the time or date of an appointment by dragging it to a new appointment slot.
  - Change an Appointment Duration
    Quickly change the duration of an appointment in the Appointments book.
  - Telehealth Appointments
    Consult with your patient remotely using a telehealth appointment.
  - Viewing Future Appointments
    Helix allows you to view future appointments for a patient.
- Patient Queue
  The Patient Queue is a list of patients currently attending the practice.

Edit Blocked or Unavailable Appointments

Users with access to the Appointment book can update a blocked appointment event or series.

Before you begin

Permissions:

View Appointments
View All Appointment Books
Create Appointments
Edit Appointments
Delete Appointments

You must first create a blocked or unavailable appointment for a practitioner.

About this task

Update a provider's blocked appointment details for selected and future appointments from the Appointments section.

Procedure

To edit a blocked appointment details:

In the Appointments book, select the required blocked appointment.
Click Edit.
Edit the appointment details you can edit.

Tip: You cannot add or remove a provider from the HCP field.
To update the providers in a meeting series, cancel the recurring series and create a new series.
Click Save changes.
For blocked appointment series, after you have saved the appointment details, in the Edit recurring event panel, select:
- This event - only the selected event is updated. The updated event is separated from the series.
- This and all following events - update the event you select and all events in the series that follow that event. A new series is created for these events. You lose any customisations to the events in the series and past events remain unchanged.
- All events - update all future events in the series from now. A new series is created for these events. You lose any customisations to the events in the series and past events remain unchanged.
Click Save.

Results

After you have updated the blocked or unavailable event details, the selected appointments are updated in the Appointments book.