Appointment Groups

A Practice might choose to create a number of Appointment Groups, for example, in order to quickly and easily differentiate between types of specialists.

Before you begin

An appointment group is a predefined group of practitioners from which you can select in the Appointment Book.

Procedure

To manage Appointment Groups:
  1. Select Setup > Practice > Appointment Groups. The Appointment Group Setup window appears.
    • To delete an Appointment Group, select the Appointment Group from the list at the left side of the window, and then click Delete.
      Note:
      You will not be prompted to confirm this action.
    • To edit an Appointment Group, select the Appointment Group from the list at the left side of the window. Make changes as necessary. You can change the name of the Group, and add/remove Group Members. Click OK.
    • To add a new Appointment Group, continue now to Step 2.
  2. Click New. The New Appointment Group window appears.
  3. Enter a name for the new Appointment Group. Click OK. You will be returned to the Appointment Group Setup window. Ensure the group you created is selected in the list.
  4. Click Add to add a practitioner to your group.
  5. In the Add Group Member window select a practitioner from the list.
  6. Select a practitioner to add to your Appointment Group from the list provided. Only registered practitioners and tenants can be added to Appointment Groups. Click OK.
  7. In the Appointment Group Setup window, sort members using the Up and Down buttons, or click Sort to sort the entire list by family name.
  8. Continue to add practitioners to your Appointment Group as necessary. Then click OK on the Appointment Group Setup window to save your settings and close the window.

Results

Note:
Practitioners appear in the Appointment Book in alphabetical order, regardless of the order in which they were added to the group.


What to do next

Now you can choose to display this new group in the Appointment Book.