Appointment Groups
A Practice might choose to create a number of Appointment Groups in order to quickly and easily differentiate between types of specialists, for example.
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:
-
Select . The Appointment Group Setup window
appears.
- To delete an Appointment Group, select the Appointment Group from the list at the left-hand side of the window, and then click Delete. Note that you will not be prompted to confirm this action.
- To edit an Appointment Group, select the Appointment Group from the list at the left-hand side of the window. Make changes as necessary. You can change the name of the Group, and add/remove Group Members. Click OK. to confirm your changes and close the Appointment Group Setup window
- To add a new Appointment Group, continue now to Step 2.
- Click New. The New Appointment Group window appears.
- 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.
- Click Add to add a practitioner to your group.
-
In the Add Group Member window select a practitioner from
the list.
- 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.
-
You will be returned to the Appointment Group Setup window.
Sort members using the
Up and 
Down buttons, or click 
Sort to sort the entire list by family name. - 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:
Regardless of the order in which you added practitioners to the
group, they will appear in the Appointment Book in alphabetical order.
