Manage Appointment Statuses

Using Appointment Statuses gives a quick view of workflow on the List View by colour and description. In the Calendar View, the Appointment Status description ONLY will show if selected in Layout Options

• An appointment status has a description and can be allocated a colour
• You may choose to allocate an Icon/Symbol that will show in the Calendar View. Here are some icons for your consideration ... /sites/default/files/file_attach/DCIcons.zip
• The status of an appointment can be changed manually or triggered by an event/action
• Of course, the action must be associated with the appointment. On creating an invoice in Client Transactions and not from the appointment, you will be prompted to associated this invoice with an appointment if there is one

• Go to the Calendar View and select Manage Appointment Statuses on the left hand side

• Edit a status by selecting it and changing detail in the Edit Appointment Status section
• Delete a status by selecting Delete on the sidebar. Uses Statuses cannot be deleted
• Add a new status by selecting Add on the sidebar

Manage Appointment Types

• An Appointment Type consists of:
  • Description
  • Default Duration
  • Associate Item Codes (optional). Enter multiple item codes separated by a comma if required (eg: 23,31255)
  • Colour. Selecting a dark colour results in the description font being white
  • Flag if a Theatre Booking and the Appointment Form will change to include fields for Hospital, Assistant, Anaesthetist, Principal Procedure and Principal Diagnosis
  • Display Order. On first adding Appointment Types they are listed in the order entered. To override this order, enter the numbers from 1 to whatever for them to be listed in that order. Ensure you enter a number against each Appointment Type

• Edit an Appointment Type by selecting it and changing detail in either the section above or overtype directly in the grid
• Delete an Appointment Type by selecting Delete on the sidebar. Uses Appointment Types cannot be deleted
• Add a new Appointment Type by selecting Add on the sidebar

Entity Appointment Types

• Each Entity can have their own Appointment Types set up
• Leave Entity: (All) and all Appointment Types will be available to all Entities
• Copy Appointments to an Entity or select and set up Apppointments for an Entity and only those Appointment Types will be available for that Entity

Use Recurring Appointments for Schedules

• If using Recurring Appointments to setup Schedules in the Calendar, suggest you add an Appointment Type called Schedule and allocate the colour Black resulting in the description being a white font