The Appointments tab is where appointment book settings are added for a provider.
To Configure Provider Appointment Book Settings
Select File > Providers, and select the Appointments tab:
Depending on the settings in the System Parameters, your Appointments tab will have either the Multi Column Book, the Single Column Book, or (as in the example above) both sets of fields displayed.
The following fields allow you to set some defaults for the Appointment Book for the current provider:
Appointment Colour / Set Colour |
If you have the Multi-Column Book enabled in System Parameters, this field allows you to set a colour for the current provider’s appointments, to distinguish them from those for other providers. Light colours are preferable as they make icons and text in the appointment box easier to distinguish. |
Production Goals |
If Production Goals have been enabled in the Configure > Appointment Book window, this button will be present. |
Appointment Book Start Time |
This allows you to set the default (normal) start time for the provider’s appointments. |
Appointment Book End Time |
This allows you to set the default (normal) end time for the provider’s appointments. |
Appointment Length |
This allows you to set the default (normal) appointment length time for the provider’s appointments. A longer appointment may still be set if required, regardless of what this is set to. |
Default Room |
If the practice uses rooms, you can specify a default room, if the provider uses one room more than another. |
Create Blocks and Clinics |
Click the Create Blocks and Clinics button to open the Restrict Appointment Times window, which enables you to mark blocks of time when this provider is available or unavailable for appointments. |
Email appointments |
(Leave this field blank if you won't be using Email) If appointments for this Provider’s patients are to be emailed to them, select the Email template by means of the selectors: |
Only send an email if it changes the next booked time |
By default this is un-checked. If checked, send appointment emails to the Provider when those bookings affect their next booked time (in other words, when the Provider now has an appointment in advance of what was previously expected): For more detail, see: Sending Booking-notification Emails to Providers |
Warn when booking appointment x months (or more) in the future |
Set up a check so that appointments aren't made too far in advance. |
Stickman Queue |
The "stickman" animated icons display in the Provider screen toolbar as a visual indication of how long a patient has been waiting at the arrivals door. Sequential urgency: To show increasing urgency the indicators change sequentially the longer the patient waits.
Activation triggers: The indicators can be set to activate with either of these triggers:
Duration for each indicator: The default times for each animated icon in the sequence are as shown in the image above, but you can edt these by either typing in a new number, or using the |
When you have completed setting up the Provider’s details, click the 
button to save them.
TIP: To transfer appointments from one provider to another provider, use the Search and Change facility.
