Difference between revisions of "Booking an Event"
From Optisoft
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An Event is basically an Appointment that isn't associated with a Patient Record. Examples of use would be to block out an afternoons schedule for the visit of a Sales Rep or for the use in an Appointment Template to signal when an Optometrists lunch break may be. | An Event is basically an Appointment that isn't associated with a Patient Record. Examples of use would be to block out an afternoons schedule for the visit of a Sales Rep or for the use in an Appointment Template to signal when an Optometrists lunch break may be. | ||
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Revision as of 12:24, 13 November 2017
An Event is basically an Appointment that isn't associated with a Patient Record. Examples of use would be to block out an afternoons schedule for the visit of a Sales Rep or for the use in an Appointment Template to signal when an Optometrists lunch break may be.
There are 3 ways to book an Event as listed below. In each case, on the Event booking screen, you would do the following:
- Configure the Diary, Staff member, Event Type (from the drop down or manually type), Date, Start Time and End Time accordingly. Some of these field will already be configured for you but can be changed if necessary.
- Make any Notes on the Event.
- Click Save and Back, or use the Auto Save feature.
The 3 ways of booking an Event are:
- Use the New Event button in the ribbon, either before or after highlighting an appointment slot. Highlighting first will configure some of the fields on the Event for you, as mentioned above.
- Double click on an Event Template
- Right click on an Appointment Template or free Time Slot
