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.