Managing Appointment Types

Helix provides a number of different appointment types, and you can create your own. The default supplied appointment type is called a standard appointment.

Before you begin

Permissions:
  • Update Appointment Settings

About this task

By managing different appointment types, you can:
  • Specify the appointment types each practitioner is available for.
  • Select the default appointment type for each practitioner. For example, for practitioner, their default appointment type is the 'Standard' appointment, but another's is the 'Health Assessment' (or any other type available). One appointment type must be selected as the default for each practitioner.
  • Specify different durations for each appointment type for each practitioner. For example, the duration of the 'standard' appointment could be 15 minutes for one practitioner but 20 minutes for another.
  • Indicate the type of appointment the patient is scheduling an appointment for.

Procedure

To create a new appointment type:
  1. Open Appointment Book Settings.
  2. Ensure you are viewing Centre Settings.
  3. To create a new appointment type, click + Appointment Type. The New appointment type panel appears.
    New Appointment Type Panel
  4. Give the new appointment type a name.
  5. Assign a colour to the new appointment type if required. Click in the Appointment Colour section and select a colour.
    Appointment Colour Dialogue
    Tip: You can switch between Hex colours and an RGB palette if you know the specific colour you want to use.
  6. Indicate the type of Delivery Mode for this appointment type, and the duration (in minutes).
    Duration of New Appointment Type
  7. Click Save.

What to do next

To edit existing appointment types, click Edit iconEdit.