---
title: "Patient Appointment"
space: "Wiki"
url: "https://support.aakvatech.com/patient_appointment"
updated: "2026-07-22"
---

**Patient Appointment is a document used for booking Appointments for the Patients to visit a Healthcare Practitioner.**

When a Patient visits the hospital and is already registered as a [Patient](https://docs.aakvaerp.com/patient), then Appointment is booked for that Patient in order to allow consultation with a Healthcare Practitioner. The Appointment is valid up to 3 days from the day of booking it.

To access Patient Appointment, go to;

> Healthcare > Patient Appointment

### Prerequisites

Before creating a Patient Appointment, it is recommended to create;

1. [Patient](https://docs.aakvaerp.com/patient)

### Creating a new Patient Appointment

1. Go to Patient Appointment List, click on **Add Patient Appointment.**![](/files/rX5qfTo.png)
2. Enter the Patient name, or create a new [Patient](https://docs.aakvaerp.com/patient) by pressing the button "Create a new Patient".![](/files/3YmIlvi.png)
3. If the Patient is having an Insurance card, then choose the Insurance Subscription, and it will bring all details of the Healthcare Insurance Subscription (HIS) for this Patient, or create a new HIS by pressing the button as shown below. ![](/files/J8RSxwC.png) And if the Patient wants to pay cash or by using electronic machine, then choose the Mode of Payment.![](/files/ViXs6gl.png)
4. Click on **Check Availability** button.![](/files/U9R20ea.png)
5. Then enter the **Medical Department**, **Healthcare Practitioner** and **Date** for consultation.![](/files/rqs8D4l.png)
6. Choose the time slot and Click on **Book**. A message will appear saying that the appointment is valid for a 3 more days.![](/files/IjLooQe.png)
7. For cash Patient, click on Save and then press on **Create Sales invoice** button, this will automatically create sales invoice for the consultation charges for a billing item. Also it will be registered to be sent to TRA VFD System, and Vital Signs will be created.![](/files/FzY9nD6.png)![](/files/tDYmYLU.png)
8. Then scroll down and press on the button **Send to VFD**, this will send it to TRA virtually, so there is no need of EFD machine.![](/files/uxXu615.png)
9. Then click on Print icon and give the Print out to the Patient. Ensure to have a bar code in the receipt.
10. For **NHIF** insurance Patient, press on **Get Authorization Number**, and the authorization number will appear and vital signs will be created.![](/files/3XeHZ5I.png)

> Note: For other insurances or Non-NHIF insurance, add the authorization number **manually**, then click on Save. A message will pop up saying that Vital Signs are Created.

### Creating Patient Appointment for Follow ups

Follow up can only be created for the Patient who visits the same Healthcare Practitioner, where by a patient is not charged for the consultation if the Patient comes within the three day valid period of Appointment.

For cash patient. after pressing on **book,** after selecting the time slots, click on **Save** and follow up is created, with a message showing that Vital signs are created.

For insurance patient, the process is the same, it will just show that the appointment is a Follow up appointment.

### Related Topics

1. [Patient](https://docs.aakvaerp.com/patient)
2. [Healthcare Insurance Subscription](https://docs.aakvaerp.com/healthcare\_insurance\_subscription)
3. [Vital Signs](https://docs.aakvaerp.com/vital\_signs)