Version 14.19
| Our new Multi-Location Calendar updates are here! Please see the OP 21.3 Calendar Articles for an overview of the changes. Practices can configure OP to switch to the new calendar and explore its features. |
Path: Practice Management tab > Appointments button
Overview
In this article you will learn how to create Visit Types used to schedule appointments.
Add Appointment Types
- Access the Appointment Types and Zones window by following the path above.
- Click the Add button
. - Add appointment types using the table definitions below.
.| Field | Description |
|---|---|
| Visit Type | Indicates the name of the type of appointment. |
| Description | Provides a more detailed description of the type of appointment. |
| Duration | Indicates the length of time for the appointment. |
| Sort # | Indicates the order that the appointment types will appear in on a drop-down list. |
| Appt Line Color | Displays the color that will appear on the left hand side of the appointment box. |
| Department | Lists the department for the type of appointment. |
| Purpose | Further categorizes the appointment type (optional). |
| Archive | Entries no longer in use can be archived. Select this checkbox when you are no longer using this appointment type. |
- Click the Save button
. - Once all changes are made, click the Exit button
.
.
Edit Appointment Types
- Access the Appointment Types and Zones window by following the path above.
- Select the Appointment Types tab.
- Select the Appointment Type to modify.
- Click the Edit button
. - Edit any field (Visit Type, Description, Duration, Sort #, Appt. Line Color, Department, etc).
- Click on the Save button.
- Once all changes are made, click the Exit button.
.Version 14.10
Utilities > Manage Practice > Appointment Preferences
Overview
The information on the page will instruct you on how to create Visit Types used to schedule appointments.
Add Appointment Types
- Click the
button on the menu toolbar. - Select Manage Practice.
- Select Appointment Preferences.
- Click the Appointment Types tab.
- Click the Insert Record button
. - Add appointment types using the table definitions below.
| Field | Description |
|---|---|
| Visit Type | The name of the "type" of appointment being made |
| Description | A more detailed description of the "type" of appointment being made |
| Duration | The length of time for the appointment |
| Sort # | What order the appointment types will appear in on a dropdown list |
| Appt Line Color | The color selected will appear on the left hand side of the appointment box |
| Department | What department this type of appointment falls under |
| Purpose | Further categorizes the appointment type (optional) |
| Archive | Entries no longer in use can be archived |
- Click the Post Edit button
. - Once all changes are made, click the Exit button .
Edit Appointment Types
- Select the Appointment Types tab.
- Click to highlight the item to modify.
- Click the Edit Record button
. - Edit any field (Visit Type, Description, Duration, Sort #, Appt. Line Color, Department, etc).
- Click on the Post Edit button.
- Once all changes are made, click the Exit button.
