Configuring a Provider's Appointment Settings

Customise each practitioner's schedule individually.

Before you begin

Permissions:
  • Update Appointment Settings

About this task

Configure a provider's appointment book settings in the Practitioner Settings tab from the user > Settings > Appointment Book panel.

Procedure

To set up a practitioner's appointment book:
  1. Open Appointment Book Settings.
  2. Select the Practitioner Settings tab.
    Appointment Book Practitioner Settings Tab
  3. Select who you want to customise settings for.
    Selecting a Practitioner
  4. From the Session Type list, select the required type.
  5. In the Label field, enter the type of session you want.
    Session Type and Lable fields
    Note:
    Label and the associated Colour selector fields are enabled only when you set the Other session type.
  6. On the Colour selector, select and choose the required colour for the session type.
  7. Locate the Available Times section, and enter a Start Date and End Date for this period of available times.
    Example Practitioner Start Date and End Date
  8. Indicate how often this timetable will occur.
    • In the example below, we have indicated it will occur every week day, every week.
      Example Recurrence Pattern for Practitioner Timetable
  9. Indicate the time span the practitioner is available for.
    Example Practitioner Start Time and End Time
    • Our practitioner is present from 8:00 am to 6:00 pm.
    • Do not take into account any breaks the practitioner might have. You will record these next.
  10. Indicate any breaks the practitioner has within the available period, and the duration of each. Example Practitioner Break Times
    • Our practitioner will break from 11:30 am to 12:30 pm.
    • Click Add Break to add each break. If you do not click this, the break will not be recorded.
    • If the practitioner takes multiple breaks during the day, record each break separately.
  11. To record a schedule, click Add Available Time. A schedule is added to the table.
    Record available time
    Tip:
    To delete a schedule, click Delete - IconDelete.
  12. To activate an appointment type, in the Appointment Types section:
    1. Ensure you have enabled Show inactive.
    2. Click Edit iconEdit on the required appointment type.
      Appointment Type
    3. In the Edit appointment type panel, toggle Active to on.
      Activate Appointment Type
      Tip:
      If required, update the duration of the delivery mode.
    4. Click Save.
      Note:
      • Alternatively, to activate the required appointment type, select More menu iconMore > Active.
      • The activated appointment type's status is shown as Active.
  13. In the Notes field, add any notes about the appointment.
    Notes
  14. Click Save Appointment Book.

Results

After you have saved the appointment book settings, the changes are updated in the practitioner's Appointments book and the notes are added. To view the notes, hover over the Notes field.
Notes

What to do next

In the Practitioner Settings panel:
  • If you want to set an inactive appointment type as the default, you must first activate it.
    Note:
    You cannot set a default for an inactive appointment type.
  • Select More menu iconMore > Make default.
  • After you have saved, the appointment type's status is shown as Default.
To deactivate an appointment type, in the Appointment Types section:
  1. Click Edit iconEdit on the required appointment type.
  2. In the Edit appointment type panel, toggle Active to off.
  3. Click Save.
    Tip:
    Alternatively, to deactivate an active appointment type, select More menu iconMore > Inactive.