Maintaining the Appointments Module - Revision history

Optiwiki: /* Notifications */

2023-05-30T15:35:09Z

‎Notifications

Optiwiki at 15:33, 30 May 2023

2023-05-30T15:33:28Z

Optiwiki at 15:31, 30 May 2023

2023-05-30T15:31:40Z

Optiwiki at 15:17, 30 May 2023

2023-05-30T15:17:55Z

Optiwiki: /* Reasons */

2022-03-10T15:01:02Z

‎Reasons

Optiwiki at 15:00, 10 March 2022

2022-03-10T15:00:36Z

Optiwiki: /* Notifications */

2022-03-09T09:54:00Z

‎Notifications

Optiwiki: /* Notifications */

2022-02-28T11:03:55Z

‎Notifications

Optiwiki at 11:01, 28 February 2022

2022-02-28T11:01:56Z

Optiwiki: /* Diaries */

2022-02-28T10:50:23Z

‎Diaries

@@ Line 161: / Line 161: @@
 **Before Appointment - Will calculate the Interval and Period choices before the Appointments scheduled start time. An example of use would be to remind the patient of their pending appointment.
 **After Appointment - Will calculate the Interval and Period choices after the Appointment has taken place. An example of use would be to reminder the patient that they have Failed To Attend their appointment.
 *Select at least one template from one of the 5 Method options Email, SMS, Letter, ToDo or Label. All 5 can be selected if required. The template that will be selected, will be based off of the Patients Preferences, set on the Patient Recall screen.
 *Click Save.

@@ Line 98: / Line 98: @@
 In order to create an Appointment Template follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Template button.
 *Give your Template a Name.
@@ Line 111: / Line 111: @@
 In order to configure Diary Scheduling, follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Diary Scheduling button.
 *Select the necessary Branch, Diary and Staff Member. The available Templates should be filtered accordingly.
@@ Line 131: / Line 131: @@
 Similar to Diary Scheduling, in order to configure the Staff Rota, follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Diary Scheduling button.
 *Click the Rota tab.
@@ Line 146: / Line 146: @@
 To create a Notification Category, follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Category button.
 *Give your new Category a Name.
@@ Line 171: / Line 171: @@
 Selecting a Source on an Appointment can be done through the Appointment Booking screen or via the right click menu on the Main Appointment screen. To configure the available options, follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Source button.
 *Give your new Source a Name.
@@ Line 184: / Line 184: @@
 Selecting a Reason on an Appointment can be done through the Appointment Booking screen or via the right click menu on the Main Appointment screen. To configure the available options, follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Reason button.
 *Give your new Reason a Name.
@@ Line 197: / Line 197: @@
 To add a new Status follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Status button.
 *Give your new Status a Name.
@@ Line 211: / Line 211: @@
 Selecting an Outcome on an Appointment can be done through the Appointment Booking screen or via the right click menu on the Main Appointment screen. To configure the available options, follow the below procedure:
-*Click on the Appointments module
+*Click on the Appointments module.
 *Click the Maintenance tab in the ribbon and then the Outcome button.
 *Give your new Outcome a Name.

@@ Line 127: / Line 127: @@
 ==Staff Rota==
 The Appointment module contains a simple Staff Rota, that allows you to keep track of staff members working hours. It allows you to create a template and then schedule staff members against that template on specific days. This can be used to keep track of working hours, holidays or sick days.
 Similar to Diary Scheduling, in order to configure the Staff Rota, follow the below procedure:

@@ Line 123: / Line 123: @@
 **Delete Dates Using Recurrence - Will display the Recurrence popup. On completion, Templates will be removed from all relevant dates suggested in the Recurrence popup.
 **Delete Dates From Here Onward - Will remove all Templates for the Branch, Diary, Staff member selection from the selected date onward, effectively clearing their schedule.
 *When you have finished your Scheduling Click Save and Back, or use the Auto Save feature.

@@ Line 166: / Line 166: @@
 Appointment Reasons are designed to allow you to record the Reason of the patients Appointment. Examples include Regular Exam, Headaches and Emergency, but you can configure the list of available options, and order them, to what ever you prefer.
-<center>[[image:MainteanceReason2022.png|border|700px|Appointment Reason Maintenance]]</center>
+<center>[[image:MainteanceReason2022.png|border|1020px|Appointment Reason Maintenance]]</center>
 Selecting a Reason on an Appointment can be done through the Appointment Booking screen or via the right click menu on the Main Appointment screen. To configure the available options, follow the below procedure:

@@ Line 3: / Line 3: @@
 Diaries form the base of the appointment module. You will get a column in the appointment module for each diary that is entered into Diary Maintenance. Diaries are originally designed to be rooms or areas, but can be used to resemble anything that requires appointments.
-<center>[[image:MainteanceDiaries2022.png|border|700px|Appointment Diary Maintenance]]</center>
+<center>[[image:MainteanceDiaries2022.png|border|1020px|Appointment Diary Maintenance]]</center>
 To enter a diary follow the below procedure:
@@ Line 15: / Line 15: @@
 Appointment Types allow you to quickly configure appointments and provide useful data for you appointment reports
-<center>[[image:MainteanceTypes2022.png|border|700px|Appointment Type Maintenance]]</center>
+<center>[[image:MainteanceTypes2022.png|border|1020px|Appointment Type Maintenance]]</center>
 To enter an Appointment Type follow the below procedure:
@@ Line 61: / Line 61: @@
 Event Types allow you to book what is effectively an appointment that isn't associated with a Patient Record. These can be used for Staff Meetings, for example, or used to block time out of a specific Diary.
-<center>[[image:MainteanceEventTypes2022.png|border|700px|Appointment Event Maintenance]]</center>
+<center>[[image:MainteanceEventTypes2022.png|border|1020px|Appointment Event Maintenance]]</center>
 In order to create an Event Type follow the below procedure:
@@ Line 95: / Line 95: @@
 You can have as many different Templates as required, and you can tailor them to different Staff Members to help manage your appointment scheduling.
-<center>[[image:MainteanceTemplates2022.png|border|700px|Appointment Template Maintenance]]</center>
+<center>[[image:MainteanceTemplates2022.png|border|1020px|Appointment Template Maintenance]]</center>
 In order to create an Appointment Template follow the below procedure:
@@ Line 108: / Line 108: @@
 Diary Scheduling is where you can tell the Appointment module who is working where and when. It allows you to book Staff members into Diaries on specific days with or without the use of Templates.
-<center>[[image:MainteanceDiaryScheduling2022.png|border|700px|Appointment Dairy Scheduling]]</center>
+<center>[[image:MainteanceDiaryScheduling2022.png|border|1020px|Appointment Dairy Scheduling]]</center>
 In order to configure Diary Scheduling, follow the below procedure:
@@ Line 128: / Line 128: @@
 Appointment Notifications allow you to contact your Patients about their Appointments in a similar way to how you would contact them about booking an appointment in the Recall module. You can use any of the 5 contact methods available in Optisoft.NET and you can have multiple bands per Notification.
-<center>[[image:MainteanceBand2022.png|border|700px|Appointment Notification Band Maintenance]]</center>
+<center>[[image:MainteanceBand2022.png|border|1020px|Appointment Notification Band Maintenance]]</center>
 To create a Notification Category, follow the below procedure:
@@ Line 153: / Line 153: @@
 Appointment Sources are designed to allow you to record the Source of the patients Appointment. Examples include Recall Letter, Word of Mouth and Medical Conditions, but you can configure the list of available options, and order them, to what ever you prefer.
-<center>[[image:MainteanceSource2022.png|border|700px|Appointment Source Maintenance]]</center>
+<center>[[image:MainteanceSource2022.png|border|1020px|Appointment Source Maintenance]]</center>
 Selecting a Source on an Appointment can be done through the Appointment Booking screen or via the right click menu on the Main Appointment screen. To configure the available options, follow the below procedure:
@@ Line 179: / Line 179: @@
 Appointment Status's allow you to keep track of which stage each Appointment is at. There are 4 validated status's in Optisoft.NET Booked, Attended, Fail to Attend and Cancelled. However, you can have as many different options as you like, for example, Cancelled On Day and Cancelled Before Day both of which would be validated as 'Cancelled' but would give the user slightly different pieces of information.
-<center>[[image:MainteanceStatus2022.png|border|700px|Appointment Status Maintenance]]</center>
+<center>[[image:MainteanceStatus2022.png|border|1020px|Appointment Status Maintenance]]</center>
 To add a new Status follow the below procedure:
@@ Line 193: / Line 193: @@
 Appointment Outcomes are designed to allow you to record the Outcome of the Appointment. Examples include Sight Test Only, Dispense - Frame and Lenses and Dispense - Reglaze, but you can configure the list of available options, and order them, to what ever you prefer.
-<center>[[image:MainteanceOutcome2022.png|border|700px|Appointment Outcome Maintenace]]</center>
+<center>[[image:MainteanceOutcome2022.png|border|1020px|Appointment Outcome Maintenace]]</center>
 Selecting an Outcome on an Appointment can be done through the Appointment Booking screen or via the right click menu on the Main Appointment screen. To configure the available options, follow the below procedure: