What Diarybook does
Diarybook manages appointments and client communication for health and care services. It provides:
- automated reminders across SMS, email, voice call and letter
- scheduling across multiple practitioners, locations and appointment types
- attendance status tracking and DNA (Did Not Attend) recording
- client file management and secure document sharing
- waiting list management, including the ExcelSend module
- opt-out management, GDPR compliant
Why this matters
Missed appointments waste clinical time. Reminders, confirmations and attendance records in one place show a service where its capacity goes, and let staff act on a cancellation while the slot can still be offered to someone else.
Standalone or alongside another system
Diarybook can be the whole scheduling system, or it can sit alongside an existing patient management system and handle messaging for it. The screens described below are the same either way. See Standalone or Synced for what differs.
The Dashboard
The Dashboard is the first screen you see after signing in. It shows:
- the account you are signed into and its Level
- a calendar
- the Appointments and Calendar buttons, and Switch if you belong to more than one account
- a Shortcuts list: Getting Started with navigation, Today’s appointments, Clients waiting for me, Appointments for my department, Clients waiting for my department and All clients waiting
Getting around
The icons down the left-hand side are the areas. Select one, and a second column of icons appears beside it: the screens in that area. The first icon in that column, Expand , shows the screen names next to the icons.
| Area | What it holds |
|---|---|
| Appointments | The appointments list, plus Rooms, Rooms Calendar and Received (client replies) |
| Calendar | The same screens as Appointments, opening on the calendar view |
| Clients | Client records, Client Groups, Waiting Lists, and Deleted clients |
| Messaging | Messaging Jobs, logs of everything sent (SMS, Letter, Emails, Calls), Received messages, and the Stop List |
| Users | User List and User Groups. Shown only to account owners and administrators |
| Settings | My Profile, and the account settings: locations, appointment types, reminder settings, and so on |
| Billing | Overview, payments and Charges |
| Reports | Appointment, client, message and waiting list reports |
What you see depends on your permissions. Most of the account settings need an administrator.