Plan Configurations Screen Setup
Before you begin
Procedure
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Within the same screen, click Plans. The window appears. From this window, you customise the Practitioner's availability for appointments.
- Enter the Plan Start Date, and indicate the number of Weeks per Cycle. 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).
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Within the body of this window enter Start and Finish times for each day. Enter an Offset time for each day if desired. The offset time refers to the first time period displayed in the Appointment Book. Without defining an Offset time, the default time becomes 9:00am.
- Copy the settings for Monday to Friday, by clicking the Copy Mon-Fri button.
- Clear a weekend by clicking the button.
- Copy from the previous week by clicking on the Copy from Previous Week button.
- Enter the morning and afternoon sessions, by entering a location in the AM and PM Location fields.
- If a Practice has certain time slots allocated to each appointment type, enter each commencing time separated by 'comma space' e.g. 9:00am, 10:00am, 11:00am. This must be repeated for each day of the week in the cycle. If the same time slots are required, the copy and paste functionality is recommended.
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Each type of appointment (per practitioner) can be represented by a different
colour, displayed in the Appointment Book. For example, you could indicate that
New appointments will be displayed in
blue in a 9am, 10am, 11am, etc. time slot, whereas
Review appointments will be red in a
9:20am, 10:20pm, 11:20pm, etc. time slot.
How the preceding setup displays in the Appointment Book.
- Click OK to confirm settings for the current week. If a 'Week 2' is required, click back into Plans and repeat the above steps. Each new week is entered and confirmed separately.
- Repeat the above steps for each Practitioner.