Configuring holidays in appointment books

It is easy to set up days when the practice is closed for business due to statutory holidays, maintenance or training.

These days are automatically added into all appointment books.

NOTE:

Only users with Administrator security privileges can configure holidays.

The dates of movable annual holidays (such as regional bank holidays that don't have a fixed date each year), will either need to be edited once a year, or they will need to be set up a few years in advance.

To add a Holiday or 'Clinic Closed' day

1. Select Configure > Practice Settings

   

2. Click the button on the Practice Settings screen:

   

   The Holidays window displays:

   

3. To add another holiday, click the +1 button, then type a Description and assign a Date by means of the drop down menu, and click OK:

   

4. Check the holiday details in the Holidays window and save by clicking the button:

   

To Deactivate a Holiday

When a new holiday is added, it defaults to active, with a checked checkbox against its Description.

To retain the holiday in EXACT but have it set to inactive, simply un-check its checkbox and select OK to save:

To Edit a Holiday Record

To change the description and/or date for a holiday:

1. Select the appropriate record in the Holidays window.
2. Click the Edit button .
3. Change the details as required.
4. Click the OK button to save.