Create a New Boarding Reservation

1. Find the client and patient you want to create a boarding reservation for.
2. On the client and patient page, select New > Boarding. The Boarding page opens.
3. Select a slot in the calendar to add a reservation directly to a specific patient location. Alternatively, you can select the Create boarding button in the upper right-hand corner above the calendar and select the location in the next step. The Add new boarding event dialogue opens.
4. Fill in the required information.
   • Client, patient, and location are automatically filled in if you selected them in the previous steps. If the selected location has reached its maximum capacity, Provet Cloud shows a warning message indicating that the location is at full capacity but will allow you to overbook if necessary. Ensure that this aligns with your clinic's boarding event processes before proceeding.
   • Select the reason types for the check-in and check-out appointments.
   • Add a title for the reservation.
   • Add the check in and check out times. Separate appointments are created for check in and check out based on these times. 
5. Select Save.

Confirmation messages are sent to the client for both the check-in and check-out appointments based on the appointment confirmation and reason settings. 

Edit or Delete a Boarding Reservation

Boarding reservations are shown on the Calendar > Boarding page.

Select the reservation you want to edit or delete in the calendar. The reservation information opens in a pop-up window.

• To edit the reservation, select the pen button in the upper right-hand corner of the pop-up window. 
• To delete the reservation, select the trash bin button in the upper right-hand corner of the pop-up window. Note that when you delete a reservation, also the check-in and check-out appointments are deleted. If the patient has already been checked in, the active consultation is not deleted. In this case, you can cancel the check-in and then delete the consultation.

Video Overview

You can watch this video for instructions on how to create, edit, or delete a boarding reservation.

See Also

Boarding Overview and Settings

View Boarding Reservations and Appointments

Check In a Boarding Patient

Cancel Boarding Check-In

Updated 02 September 2024 07:08