Receptionist guide
Use the receptionist guide to help patients book, update details, complete requirements, and receive clear clinic communications.
Role: Receptionist · you manage the front desk — diary, scheduling, leads, and patient contact. You do not access clinical cases, prescriptions, or finance.
Your daily surfaces
Diary (/practice/appointments)
- View and manage all appointments for all clinicians.
- Book new slots by clicking a free slot in the diary grid.
- Drag to reschedule. Cancel from the appointment detail.
- Add patients to the Waitlist if their preferred slot is full.
Scheduling (/practice/scheduling)
- Resources — manage rooms and equipment available for booking.
- Time off — block clinician time (annual leave, training).
- Waitlist — review and offer slots to waiting patients.
Leads (/practice/leads)
- Monitor incoming enquiries from your public funnel.
- Check eligibility and progress qualified leads toward booking.
- The Pipeline view shows where each lead is in the journey.
What you cannot do
- Access clinical case content, prescriptions, or test results.
- Issue or view prescriptions.
- Access financial data or payment history.
- Change staff roles or practice settings.
Common tasks
Booking a returning patient:
- Appointments → New appointment → search patient by name/email.
- Pick clinician, date, appointment type → Confirm.
Handling a cancellation:
- Click the appointment → Cancel → enter reason.
- Offer the freed slot to anyone on the waitlist.
Adding a patient to the waitlist: Scheduling → Waitlist → Add patient → select service and preferred time window.