Appointment Template

 

 

Tick [Appointments] for staff members requiring their own appointment books. Click on the appointment template tab to update appointment sessions.

 

 

Click “Add” to create a new session. Click on the arrow in the colour column to select the background colour for the session. (Not all colours will be displayed. Pick another colour if not visible.)

  • Enter a Start and End time using a 24 hour format.
  • Enter the Duration of appointments for this session (default is 15 minutes).
  • Select an encounter Type (default is Consultation).
  • Select a date From which this session is available. If recurring sessions are required, ensure that you pick a date on the appropriate day of the week.
  • Set the recurrence frequency (in days) e.g. 1 repeats every day, 7 repeats weekly, 14 repeats every fortnight (these days are calculated from the From date).
  • Enter an optional Until date if these sessions are for a limited time (e.g. holidays).
  • Type in any Notes you wish to appear when the mouse cursor is held over the session in the appointment book.
  • You may include a facility if you have multiple sites

Right Click on any session to copy the session to a new row, then edit the details as desired.

Tick the days of the week on which appointment are available.

The colour and other properties of session are applied in order. Any session lower in the list will overwrite sessions higher in the list e.g. holiday sessions will overwrite others if placed lower in the table for the period they apply.

Use the arrows to change the order of sessions .

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