Lets take a look at the Set Patient as, ⟳ refresh button
After checking a Patients details in their record, it’s now time to make an appointment, lets use the 'set patient as' button in the instructions below.
Rather than searching again for the patients record
Click the set patient as button - ⟳
This remembers the last record you have interacted with on Dentally
The appt will then autofill with that patient against the appointment
The below gif demonstrates this process...