Difference between revisions of "Maintaining the Appointments Module"

Revision as of 15:17, 30 May 2023

Diaries

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.

To enter a diary follow the below procedure:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Diary button
• Select the necessary Branch and enter a Name for your Diary
• Take the tick out of the days that are not necessary for this Diary.
• Click Save and then Back, or use the Auto Save feature.

Types

Appointment Types allow you to quickly configure appointments and provide useful data for you appointment reports

To enter an Appointment Type follow the below procedure:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Type button.
• Enter a Name for your Appointment Type along with a Duration in minutes.
• If your Appointment Type is a 2 part appointment, tick the Two part tick box and provide a Gap and a Duration for the 2nd part in minutes.
• Now select a colour and an Image. Some Images will be provided, but you can make your own if required.
• Select all the required Branches, Diaries and Staff Members this Type is applicable for.
• Click Save and Back, or use the Auto Save feature.

Additional options on Appointment Types are described below:

Having Different Duration per Staff Member

It is possible to have different Durations for different Staff Members per Appointment Type. This saves you having duplicate Types. To change a Staff Members Duration for a particular Type do the following:

• Click on the Appointments module.
• Click the Maintenance tab in the ribbon and then the Type button.
• Click on the relevant Appointment Type from the grid at the bottom of the screen. This will load the Appointment Type into the form.
• Click on the Name of the Staff Member (Do not take the tick out of the tick box).
• Doing so will enable the text boxes to the right of the Staff list. You can now configure the Duration and 2 part details for this individual Staff Member.
• Click Save and Back, or use the Auto Save feature.

Appointment Notifications

Appointment Notifications allow you to contact your patients to let them know the details of their appointment, in a similar way to how the Recall system works. You can find how to Configuring Notifications below. To add a Notification to an Appointment Type do the following:

• Click on the Appointments module.
• Click the Maintenance tab in the ribbon and then the Type button.
• Click on the relevant Appointment Type from the grid at the bottom of the screen. This will load the Appointment Type into the form.
• Select the relevant option in the Notification drop down.
• Click Save and Back, or use the Auto Save feature.

Using Template Only

Appointment Types can be used to create templates to group together appointment slots. In order to do this you may want to use a generic appointment type to create the sequence of appointment slots, but not actually use this type to book an actual appointment.

The 'Template Only' tick box will allow you to do just this, by adding the Type to Template Maintenance, but removing it from the Appointment Booking screen.

Event Types

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.

In order to create an Event Type follow the below procedure:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Event Type button.
• Enter a Name for your Event Type along with a Duration in minutes.
• Now select a colour and an Image. Some Images will be provided, but you can make your own if required.
• Select all the required Branches, Diaries and Staff Members this Type is applicable for.
• Click Save and Back, or use the Auto Save feature.

Additional options on Event Types are described below:

Having Different Duration per Staff Member

It is possible to have different Durations for different Staff Members per Event Type. This saves you having duplicate Types. To change a Staff Members Duration for a particular Type do the following:

• Click on the Appointments module.
• Click the Maintenance tab in the ribbon and then the Event Type button.
• Click on the relevant Event Type from the grid at the bottom of the screen. This will load the Event Type into the form.
• Click on the Name of the Staff Member (Do not take the tick out of the tick box).
• Doing so will enable the text box to the right of the Staff list. You can now configure the Duration for this individual Staff Member.
• Click Save and Back, or use the Auto Save feature.

Using Template Only

Event Types, like Appointment Types, can be used to create templates to group together appointment slots. In order to do this you may want to use a generic Event Type to create the sequence of appointment slots, but not actually use this type to book an actual Event.

The 'Template Only' tick box will allow you to do just this, by adding the Type to Template Maintenance, but removing it from the Event Booking screen.

Templates

Appointment Templates allow you to create a sequence of Appointment and Event Types that effectively group together appointment time slots in the main Appointment screen. This is very useful if you have an inconsistent sequence of appointment durations, or if you require to reserve appointment slots for specific appointment types i.e. the 4:00 PM appointment needs to be a Child Sight Test.

You can have as many different Templates as required, and you can tailor them to different Staff Members to help manage your appointment scheduling.

In order to create an Appointment Template follow the below procedure:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Template button.
• Give your Template a Name.
• Tick the Branches and Staff members that this Template is relevant too. The Appointment and Event Types will filter accordingly.
• You can then either drag an Appointment or Event Type onto the time column, or select a time slot in the time column and double click on the necessary Type. This will then automatically highlight the next available time slot, so you can double click on the next Type and repeat.
• Click Save and Back or use the Auto Save feature.

Diary Scheduling

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.

In order to configure Diary Scheduling, follow the below procedure:

• 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.
• Navigate to the correct month using the arrow buttons. This will update the calendar control, displaying all days of the selected month.
• You can now drag and drop any of the available templates onto any of the available days in the calendar control. Unavailable days will be coloured in a darker grey.
• A coloured bubble will appear on the day you have selected detailing the Template and the Staff members name. The colour will be of that set against the Staff member in Contact maintenance.
• If you do not wish to use Templates, you can do the above process using the <No Template> option. This will simply use the Staff members colour to shade the time slots in the main Appointment screen.
• Depending on what you are trying to do, you now may wish to use the right click menu to recur your selections over multiple days, saving you having to repeat the above process time and time again. To do this, simply right click on the bubble you wish to recur. Below is an explanation of each option under the right click menu:
  • Copy Date Using Recurrence - This option will display the Recurrence popup. On completion, the selected Template will be copied onto all relevant dates suggested in the Recurrence popup.
  • Delete Date - Will remove the templates on the given date.
  • 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.

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:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Diary Scheduling button.
• Click the Rota tab.
• Select the necessary Branch and Staff Member. The available Templates should be filtered accordingly.
• Navigate to the correct month using the arrow buttons. This will update the calendar control, displaying all days of the selected month.
• You can now drag and drop any of the available templates onto any of the available days in the calendar control. Unavailable days will be coloured in a darker grey.
• A coloured bubble will appear on the day you have selected detailing the Template and the Staff members name. The colour will be of that set against the Staff member in Contact maintenance.
• When you have finished your Scheduling Click Save and Back, or use the Auto Save feature.

Notifications

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.

To create a Notification Category, follow the below procedure:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Category button.
• Give your new Category a Name.
• Tick the Branches you wish this new Category to be available at.
• Click Save and Back, or use the Auto Save feature.
• Once saved, you can use the Up and Down buttons to order how the Categories are displayed in the rest of the software.

Once you have created your Categories you then need to add Bands to them. To do this follow the below procedure:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Band button.
• Select the relevant Category
• Choose and Interval, Period and Time. Time has options as described below:
  • After Booked - Will calculate the Interval and Period choices from the time of when the Appointment was booked. An example of use would be to notify the patient of their appointment details shortly after the booking was made.
  • 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.
• Repeat the above process as necessary for each band you wish to add to your category.

Sources

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.

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 the Maintenance tab in the ribbon and then the Source button.
• Give your new Source a Name.
• Tick the Branches you wish this new Source to be available at.
• Click Save and Back, or use the Auto Save feature.
• Once saved, you can use the Up and Down buttons to order how the Sources are displayed in the rest of the software.

Reasons

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.

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 the Maintenance tab in the ribbon and then the Reason button.
• Give your new Reason a Name.
• Tick the Branches you wish this new Reason to be available at.
• Click Save and Back, or use the Auto Save feature.
• Once saved, you can use the Up and Down buttons to order how the Reasons are displayed in the rest of the software.

Status

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.

To add a new Status follow the below procedure:

• Click on the Appointments module
• Click the Maintenance tab in the ribbon and then the Status button.
• Give your new Status a Name.
• Tick the Branches you wish this new Outcome to be available at.
• Click Save and Back, or use the Auto Save feature.
• Once saved, you can use the Up and Down buttons to order how the Outcomes are displayed in the rest of the software.
• In addition to validating your new Status you can also attach an Appointment Notification to it. This Notification will automatically get applied to any Patient Appointment you update to this Status, provided the Patient information matches to at least one of the Templates specified in each of the Bands configured on the Notification i.e. If the Notification only includes SMS templates, this won't be applied to any Patient that doesn't have a Mobile number. Examples of use are to attach your Appointment Reminder Notification to your Booked Status or your FTA Notification to your Failed to Attend Status. Please note, any Notification that is set on an Appointment Type, will override the Notification set on any Status.

Outcomes

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.

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 the Maintenance tab in the ribbon and then the Outcome button.
• Give your new Outcome a Name.
• Tick the Branches you wish this new Outcome to be available at.
• Click Save and Back, or use the Auto Save feature.
• Once saved, you can use the Up and Down buttons to order how the Outcomes are displayed in the rest of the software.

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