Appointments - Appointment Types

You can set up the different appointment types that the practice will regularly handle, specifying a typical duration for each. This saves time when booking appointments as you can simply select the type and the end time for the appointment will be calculated and entered automatically.

Setting Up Appointment Types

• Click on the in the top left of the screen.
• Go to Maintain > Appointments > Appointment Types.

The box on the right hand side contains all of the appointment types available.

Adding a New Appointment Type

The first step is adding the appointment type to the system.

• Click on the button.
• Enter a description in the name box e.g. CL Check.
• Enter the duration in minutes.
• If it is a two part appointment tick the Two Part? tick box.

• Enter a gap in minutes and the duration for the second part of the appointment.
• Click on the button to save the new appointment type.
• Your new appointment type will now appear in the available types list.

Assigning Appointment Types to Optometrists

Once the types have been created you need to configure which appointment types each optometrist has available to them. It is worth stating the a newly created appointment type is automatically assigned to all optometrists by default.

• Click on the in the top left of the screen.
• Go to Maintain > Appointments > Appointment Types.

• Click the Opticians ‘radio’ button.
• Select the optometrists name from the drop down box.
• Tick or untick the types of appointment relevant for that optometrist.
• You can change the duration of an appointment type for that specific optometrist if necessary by changing the duration value – this does not effect the default practice durations or durations on any other optometrists record.
• Click the button to save the changes.

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