Using the Diary

  1. Overview
  2. Using the Diary

When I Try To Print, Nothing Happens

If you are attempting to print things such as receipts, appointment lists or other items and nothing is happening then it is likely that your browser is blocking popup windows. Th ...

Patient Clinical Records/Notes (Pt records)

To access the Patient Records, left click on an appointment, then click the Pt Records button. This option will take you their clinical records on the Patient Records screen. Here ...

Payments or Credits

To enter a Payment against and existing invoice, or Add credit to a patient's account, click the patient's appointment. In the pop-up that opens either click Payment or Credit. Th ...

Marking appointments as DNA (Did Not Arrive/No Show)

Left click on an appointment, then click the DNA button. Selecting this option on the menu will mark the appointment as the patient having missed the appointment. It will change ...

Group Receipt/Family Receipt

To access this left click on an appointment, then click the Group Receipt button. A window will pop up (if nothing happens you may have pop ups blocked - click here to find out ho ...

Dealing with Vouchers

If you sell gift vouchers for people to use at a later date, you may want to know how to enter them in iconpractice. We'd suggest one of two ways: If you know which patient who ...

Marking Appointments as Arrived

Left click on an appointment, then click the Arrived button. Selecting this option on the menu will mark the appointment as the patient having arrived in the clinic. It will chan ...

Receipt - Printing Receipts from the Diary screen

This menu option enables you to print a receipt from the diary. Left click on an appointment, then click the Receipt button. A window will pop up (if nothing happens you may have ...

Send SMS

To send an email to a patient from the Diary, click the appointment, then in the "SMS" button in the pop-up window. This selection will open a sub-window in the diary where you ca ...

Patient Accounts (Pt accounts)

To visit teh Patient Accounts screen, left click on an appointment, then click the Pt Account button. This option will take you their financial records on the Patient Account scree ...

Email appointment details

Selecting this option will email the appointment details to the patient (as long as they have a valid email address saved in their record). Attached to the email will be a calendar ...

Transactions (creating/entering an invoice)

To enter an invoice or "Transaction", click the patient's appointment. In the pop-up that opens either click Transaction. The Transaction dialogue box allows you to enter service ...

Processing a Tyro Transaction

To process a payment through HealthPoint, enter a transaction in the normal way, i.e. in the diary left click on an appointment and select Enter Transaction, or on the patient's Ac ...

Today's To Dos

While there is a whole screen dedicated to the To Do function it is useful to be able to see what is due for today. At the top right corner of the Diary screen there is the text "T ...

Delete all appointments

To delete all upcoming appointments for a patient, left click on their appointment, then click the Delete All Appts button. This is particularly useful for patients that have mul ...

Editing Appointments

Left click on an appointment. This allows you to view the appointment details and edit the phone number, email and time of all appointment types, plus the name of new patient appoi ...

Send Email

To send an email to a patient from the Diary, click the appointment, then in the "Email" button in the pop-up window. This selection will open a sub-window in the diary where you ...

Processing a HealthPoint Transaction

To process a payment through HealthPoint, enter a transaction in the normal way, i.e. in the diary left click on an appointment and select Enter Transaction, or on the patient's Ac ...

Waiting List Function

The Waiting List function allows you to store a list of people that would like an appointment. To open the list, click on the words "Waiting List" in the top right corner of the D ...

Cancelled/Moved Appts View

The Cancelled/Moved Appts View is a view that shows all appointments for that particular diary view (day, week or month) that were cancelled, moved or marked as DNA. It complement ...

Booking Two (or More) Appointments Across

Many practitioners see more than one appointment per diary slot. To book more than one person per slot simply click on the area to the right of the appointment you want to book nex ...

Changing Appointments (Using the Move Appt function)

This feature gives the ability to "store" appointments on the side of the diary while you move to another day to reschedule them. To use this feature, left click on an appointmen ...

Processing Transactions with Medipass

Note: Medipass is an Australian service and as such is only available for Australian customers. Once you have connected iconpractice and a particular patient to Medipass, you can ...

Patient Details (Pt details)

To access teh Patient Details screen, left click on an appointment, then click the Pt Details button. This option will take you their details on the Patient Details screen. Here y ...

Allocating Appointments to Resources

Many clinics run multiple treatment rooms at one time for one or more practitioners and it is necessary for the front desk to track to which room the patients have been allocated. ...

Entering New Patient Details

Left click on a new patient appointment, then click the Enter Details button. This will bring up a dialogue box enabling you to enter their details in the system. The system will ...

Print Appointments for a Patient

To print a list of the upcoming appointments for a patient, left click on an appointment, then click the Appt List button. A window will pop up (if nothing happens you may have p ...

Group Appointments/Classes

Group Appointments are used for scheduling multiple attendees per appointment. A typical example would be a pilates class run by a practitioner at a certain time. To be able to bo ...