Knowledge Base
Your search for returned 25 results across 1 page(s). Search Category: Appointment Diary. Software Version: All Versions.
| Default appointment diary view options There are three layouts of the appointment’s module; configuration mode, standard mode, and maximise clinics. You can switch between these modes from within the appointment’s module, but you can set a default mode for each practice, so when the appointments module is opened you get the layout you prefer.
In maintenance, go to the Branches tab select your default mode from the Appt Detail dropdown list:
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| Set minimum appointment length You can set a minimum appointment length in the Misc. tab.
This then does not allow a user to book an appointment in a slot less than the inputted amount of time.
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| Automatically adjust appointment length There may be times when you have an appointment type that is longer or shorter than time intervals available on the system e.g. Your clinic may be laid out in 30-minute intervals, but you may have a 20-minute or 40-minute appointment. You can choose how the system handles this situation with the “automatically adjust appointment length” check box.
Navigate to the Misc. tab in the Maintenance module.
If the checkbox is ticked:When you book an appointment that is different in length to the slot you are booking it into, you will get a warning that the appointment isn’t of optimal length, then the system will take some time from the following appointment slot in order to block the correct amount of time out of the clinic, or if the appointment is shorter it will leave a smaller slot of time available to be booked.... Appointment Diary - i-Clarity |
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| Using large appointment slots based on appointment duration In Maintenance > Misc. 3 there is a “use large appointment slots” check box.
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| Show clinics one day at a time In the Branches tab of Maintenance you will find a checkbox called “show clinics one day at a time” on the right-hand side:
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| Refresh Interval For Individual Clinic Window In the appointments module you can open the days clinic in a separate window so that it is available to look at without going in and out of the appointment’s module. It is particularly useful for the clinician. You can set how often this window refreshes with up to date information in the Clinic Refresh Interval box in the branches tab. Put your desired refresh interval in in seconds:
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| Appointment Diary Refresh Interval The appointment screen will refresh each time you open the appointments module. If the appointments module is left open, it can automatically refresh at a given interval. So, if you leave your appointment module open on one computer and someone else books an appointment, that appointment will become visible on your open appointments page when the screen refreshes. You can set how often that happens in the branches tab.
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| Appointment Waiting Lists in i-Clarity VIDEO: Appointment Waiting Lists in i-Clarity
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| Booking an appointment in i-Clarity VIDEO: Booking an appointment in i-Clarity
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| Creating a new clinic in i-Clarity VIDEO: Creating a new clinic in i-Clarity
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| Creating a new diary template in i-Clarity VIDEO: Creating a new diary template in i-Clarity
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| Features of the i-Clarity Appointment Diary (3 videos) VIDEO: Features of the i-Clarity Appointment Diary
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| Creating, Editing or Deleting a Diary Template To access the diary templates, firstly open the appointment diary.
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| Creating A Single Clinic To be able to book an appointment, a clinic must be set up for the day that your looking to book the patient in.
i-Clarity will not allow you to book a clinic for a user who already has a clinic booked that day but it will allow you to book an AM and a PM clinic separately at the same or different branches.
Creating a Single Clinic
Click on the Appts icon to open the appointment diary.
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| Duplicating A Clinic To be able to book an appointment, a clinic must be set up for the day that your looking to book the patient in.
i-Clarity will not allow you to book a clinic for a user who already has a clinic booked that day but it will allow you to book an AM and a PM clinic separately at the same or different branches.
Duplicating a Clinic
Another way of creating a clinic is to copy an existing clinic to a new date to create a new one. Any appointments booked into the original clinic will not be duplicated but any reserved appointment slots will be duplicated.
In the appointment diary click on the ‘config mode’ button on the right-hand side to switch the diary view into configuration mode.
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| Deleting A Clinic Deleting a clinic
This feature allows you to remove a clinic from the diary.
In the appointment diary click on the ‘config mode’ button on the right-hand side to switch the diary view into configuration mode.
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| Adding an extra appointment to the start or end of a clinic To be able to book an appointment, a clinic must be set up for the day that your looking to book the patient in.
i-Clarity will not allow you to book a clinic for a user who already has a clinic booked that day but it will allow you to book an AM and a PM clinic separately at the same or different branches.
Adding an extra appointment to the start or end of a clinic
In the appointment diary click on the ‘config mode’ button on the right-hand side to switch the diary view into configuration mode.
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| Booking an Appointment Booking an Appointment
Once you have an active patient you can then take them into the appointment diary, to do this you single click on the appointment icon along the bottom of the screen.
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| Moving an Appointment The following process is used when a patient rings up to move their appointment to another time or day.
If applicable this process can be done without changing the current active patient record.
Open the appointment diary.
Navigate to the patient’s appointment.
Single right click on the appointment slot.
The colour of the appointment time will change to a dark green colour to signify that the appointment is in the status of being moved.
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| Cancelling an Appointment The quickest way to cancel an appointment for a patient is to make that patient the active record and then open the appointment diary.
Once in the appointment diary click on the bottom left hand button ‘Go to patient’s next appointment’
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| Features Of the Appointment Diary Reserving Appointment Slots
Reserving appointment slots will mark an appointment slot with the text ‘Reserved’ or a line of text of your choice. It is a feature that can be used in many different scenarios.
Some examples:
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| Advanced Appointment Booking Guide
Advanced Appointment Booking Guide... Appointment Diary - Enterprise |
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| Locking And Unlocking Clinic Times - Enterprise You can now lock and unlock clinic times within the diary. This is a separate feature to reserving appointments.
Locking an appointment is designed to make it difficult to book an appointment in to that slot, with only the user who has locked it/ the user whose clinic it is/ a super user able to unlock it. In this respect a locked appointment is for blocking out time in the clinic that isn’t intended to be booked into, this could be for training, a visit from a rep, or lunch.
Locking An Appointment
To lock an appointment, right click the appointment and select 'Lock Slot & Make Unbookable'.
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| Defaulting Lunches As Locked/Unlocked - Enterprise By default, lunches are marked as locked. However, should you wish this to be just a 'Reserved' appointment, you can do so through the Users tab in Maintenance.
Click the 'Edit' button next to the user you wish to change their lunch set up.
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| Refresh Interval For Individual Clinic Window - Enterprise In the the Diary, you can open the day's clinic in a separate window so that it is available to look at without going in and out of the appointment's module. It is particularly useful for the clinician. You can set how often this window refreshes with up-to-date information in Maintenance.
In Maintenance, click 'Branch & System' and then 'Branch Full Config'.
On the top right-hand side is the following setting.
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