This article will talk you through how to add a status to your appointments within ANS and how to update the status if the outcome is different.
Labeling your appointments with statuses can trigger different messages and forms to your patients after an appointment.
To learn how to send a payment link to a patient, watch our short video below. Alternatiely, follow our simple steps below.
Adding An Appointment Status
There are 3 status options for your appointments within ANS, these fall as 'Arrived', 'Cancelled' & 'No Show'.
First, we will walk you through how to add a status to your appointment.
Step 1 :
From the main menu, head to the diary area.
Step 2 :
Head to the day of the appointment and click on the date to bring up the daily view. You will then be able to select the appointment in the diary.
Step 3 :
You will then be brought to an appointment summary box, where you will see the 3 options to choose from.
Step 4 :
The first is 'Arrived' this is to be selected when the patient turns up to clinic. This button when clicked will trigger any automated aftercare set up and a follow up message.
If you need help setting up our automated aftercare just search for 'Automated Aftercare' in our guides. If you are also interested in setting up our follow up message, serach for 'Follow Up' in our guides also.
Step 5 :
The second is ' Cancelled' this is to be selected when a patient cancels their appointment. This button when clicked will trigger an automated cancellation message to your patient.
You are able to enter a specific cancellation reason when the cancelled button is selected for the appointment. You can also reschedule the cancelled appointment if needed.
Step 6 :
The third is ' No-Show' this is to be selected when a patient does not show up for their appointment.
Updating An Appointment Status
If you have accidently clicked a status which is incorrect, you are able to update this to the correct status by following the below steps.
Step 1 :
Head back to the appointment with the incorrect status by clicking on the appointment in the diary.
Step 2 :
Hover over where the other options are greyed out to view the statuses.
Step 3 :
Then click on the status you would like to change to, this will then update the appointment and also send any automated messages and forms set for the 'arrived' or 'cancelled' button.
If you are looking to set up your automated aftercare or a follow up message, just search in our other guides.
Additionally, to help you fully utilise and understand your Aesthetic Nurse Software, we do offer 1-1 support zoom calls which can be booked here : Book a zoom call