Agenda

The Agenda view displays a list of all upcoming appointments in a simple, printable format.

This view is useful for quickly reviewing the day's schedule, preparing printed materials, or sending the agenda to external contacts such as hospitals if required.

Viewing Appointments

All upcoming appointments are displayed in a list format.

In the left panel, you can choose which appointments to display by selecting:

• Consultants – displays appointments for selected consultants.
  • When Consultant is selected, you can also filter by Clinic in the filter area.

Tip

What if you have a split day (e.g., surgery in the morning, consults in the afternoon) and only want to print your surgery list? Ensure you book your surgery patients into a separate Clinic and then filter for just that clinic using the dropdown.

• Resources – shows appointments assigned to specific resources. This allows you to filter the agenda to show only the schedules relevant to you.
  • When Resource is selected, you can also filter by Consultant.

Options

Printing the Agenda

• Click the blue print button to generate a printable version of the agenda.
• The printable page includes all appointments currently visible in the agenda list.

Printing Patient Labels

Click the Print Labels button to print patient labels for all patients listed in the agenda.

Sending the Agenda

You can also send the agenda directly to a contact, such as a hospital, if required. This allows external teams to view the scheduled appointments for coordination and preparation.

• If the patient has an NHI entered, this will display as a scanable barcode.
• Alerts and Allergies will be highlighted in red.
• Contact details will be displayed. See Admin > Team > Syncrhrinise with Agenda section to enable display of patient address and phone on Agenda.
• Custom fields can be shown on the agenda if enabled.