Plan Configuration

Setup > Practitioner > Practitioner Details > Appointments Tab > Plans

From the Plan Configuration window you can specify the availability of a practitioner for appointments. The circumstances of a practitioner's availability is referred to as a 'Plan', and each practitioner can have multiple plans recorded.

A plan in its basic form is a series of weeks in a cycle (e.g. a four-week cycle). Where a practitioner has multiple plans, each plan follows the previous in a sequence (e.g. a four-week plan, followed by a two-week plan, and so on).

Each week in a plan is defined by:

  • The days on which the practitioner is available.
  • The times during each day the practitioner is available.
  • The site at which the practitioner will be available for the morning and afternoon sessions of each day.
  • The times the practitioner is available for particular types of appointments.