Setting the Doctor's Personal Leave and Additional Days Off

Schedule personal leave and other additional days off.

Before you begin

Permissions:
  • Update Appointment Settings

About this task

In our example, the practitioner wishes to schedule some annual leave. She wants to take a Friday afternoon off, followed by an additional two full weeks.

We will record the partial day first for the Friday afternoon. Then we will record the following full two-week period.

Procedure

To schedule leave:
  1. Open Appointment Book Settings.
  2. Select the Practitioner Settings tab.
    Appointment Book Practition Settings Tab
  3. Indicate which practitioner you wish to modify settings for.
    Select Practition
  4. Locate the Personal/Additional Days Off section, and enter a reason for the leave.
    Reason for Practitioner's Leave
  5. Add the partial day off.
    1. Indicate the start and end times.
      Start and End Times for Practitioner's Partial Day Off
      • The start time is the time at which the practitioner will start her holidays.
      • The end time is generally the same time she normally leaves for the day. Our practitioner is leaving at midday. She normally finishes work at 6 p.m., so we have recorded this accordingly.
    2. Indicate the date of the partial day, recording that date into both the From and To fields.
      From and To Dates for Practitioner's Partial Day Off
    3. Click Add Day(s) Off The scheduled personal days off are saved.
      Schedule of Practitioner's Partial Day Off
  6. Now we will record the full two-weeks extra:
    1. Enter the reason for leave again.
    2. In the From Date and To Date fields, enter the leave period, from the doctor's first day of leave until their last.
    3. The From Time and To Time fields can be left blank. Helix will assume the default practice hours, and record them for you.
    4. 10.Click Add Day(s) Off. The additional scheduled personal days are saved.
      chedule of Practitioner's Leave
  7. Click Save Appointment Book.

Results

You will see this schedule reflected in the Appointment Book for this practitioner.
Practitioner's Schedule with Leave