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To add an Appointment Type, got to Maintenance, Appointment and then 'Appointment Types'.
Use the top half of the screen to add the new Appointment Type.
From left to right, fill in the boxes containing:
- The name of the Appointment Type in the 'Appointment Type' box.
- Any Sub Type Name in the next box, e.g. an extension of the appointment name. If the Appointment Type was 'Eye Exam', you may have a Sub Type of 'Name'.
- Any notes about the Appointment Type goes in the notes box. These notes are not displayed in the Appointment Diary, they are only displayed in this form.
- The length of the appointment goes in the Duration box.
- Click in the white 'Colour' box to open the Colour Palette to select a colour for the appointment.
- (Optional) - Check the 'Online' checkbox if you want the Appointment Type to be bookable by patients online. (Online Appointment Booking Module required).
- (Optional) If this Appointment Type requires a patient to attend the practice earlier than their appointment time with the clinician, (e.g. to insert contact lenses), you can put how many minutes earlier they need to arrive in the 'Arrival' box. When these appointments are booked, any communications from the system will display the earlier time, e.g. Printed appointment slips, confirmation SMS messages and emails. The time slot of the appointment changes colour to grey to identify that the patient is expected earlier than the time the patient is booked in to see the clinician.
- (Optional) In the 'Arrival Reason' box, you can put the reason for the earlier arrival, e.g. Needs drops.
- The 'Public Name' box shows how the appointment name will be displayed on any communications to the patient, e.g. confirmation text messages. The Appointment Type name is only displayed within the system. This allows you to have a more descriptive name within the system but a more straightforward name displayed on any patient communications. This box is automatically populated with the Appointment Type name, however you can alter this if you would like a different Public Appointment Name.
- The final box is the Web Description box. This displays the Appointment Type name that will appear when a patient books the appointment online.
Once all of the relevant boxes have been filled in, click the '+' button to add the Appointment Type.