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Appointment Tooltip Preferences

Updated this week

When hovering over an appointment on the appointment book, a tooltip appears with key patient information, as well as the option to display the following:

  • Patient File Notes and Warnings

  • Treatment Plan

  • Referring Doctor

  • Recalls

  • Health Fund card details

  • Medicare/DVA card details

  • Other Benefits (Concession Card and NDIS details)

  • Passes and remaining redemptions

  • Patient Tags

Follow the instructions below to adjust the order of the bottom row of the tooltip.

Go to the Appointment Book, select the Settings icon in the bottom left-hand corner and choose Tooltip Preferences.

Select which tiles you would like to display in the appointment tooltip. Use the drag handle to re-order the tiles.

These preferences will affect the order that the tiles are displayed towards the bottom of the tooltip.

Select Save to finalise your preferences.

Scroll in the tooltip to view more tiles.

Practitioners can also access the Appointment Tooltip at the top of the Clinical Notes tab when writing a new clinical note.

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