The appointment panel
Select an appointment to open its details. From here you can open the patient’s record, their notes for this visit, and the invoice. Comments in the panel are notes for your team, not clinical notes.Change the status
Select the status at the top of the panel and choose a new one. It saves straight away. See Appointment statuses.Edit an appointment
Select Edit, change what you need, such as the time, practitioner, type, fee or linked referral, then select Save. To bill a third party, the patient needs a funding arrangement on their Billing tab. See Patients.Fees, invoices and payment
Adding a fee creates the appointment’s invoice. To take payment, select Invoice and take it there. See Billing and payments. You can’t remove a fee from an invoice already sent to Xero. Create an adjustment invoice instead.Add files to the patient’s record
While the panel is open, drag a file onto the page, choose a category, and upload it. Files go on the patient’s record under Files, not on the appointment.Send a reminder by hand
Not every practice has this yet. Bilby turns it on for each practice. If you can’t see it, contact Bilby support.
Appointment statuses
Online booking requests and unpaid private booking links start as held. A patient replying YES to an SMS reminder can confirm an appointment, if your practice has that turned on. Nothing marks an appointment completed or did not attend for you.