Create an appointment from the dashboard

Step-by-step Guide

Creating an appointment is the most important flow on the Heim platform. Using the dashboard you can create clinically controlled appointments for a range of care tasks from phlebotomy to post-op tasks such as suture removal or wound dressing changes.

Step	Notes
Navigate to the Appointments tab in the dashboard	You will require a user with the role of Administrator, Developer or Operations in order to create an Appointment in the system
Click the "Create new appointment" button
Add patient details	Choose an existing patient or add a new patient
Confirm contact mobile phone number	This is important as reminders are sent to this phone number and it can be used for communication on the day of the appointment
Choose the clinical care required	The supported tasks are defined by the Heim Clinical care team. Please speak with your account manager if the task you require is not present or if you require an existing care task to be customised for your organisation
Select a timeslot	If no dates are selectable then we do not have availability to perform this task, in the chosen location
Add notes and reference	These notes are specific to this appointment, and are seen by the Practitioner who carries out the care task for the Patient You may optionally provide an External reference. This reference is recorded in our system and you are able to search using this reference. An example of a useful reference could be the order number from your system
Review your appointment	Check that the details are correct
Click the "Create Appointment" button	This will create an appointment in our system, and send the patient an SMS message confirming the selected time window for the appointment.

Frequently Asked Questions

Where can appointments take place?
Appointments can take place in any location in our coverage area, which currently covers 99.5% of the population of England, Scotland and Wales.