Accessing the Appointment Workflow Wizard

To access the Appointment Workflow Wizard

  1. Select Configure > Practice Settings to display the Practice Settings window.
  2. Under Appointment Books, select as follows:

    NOTE: First enable Multicolumn Appointment Book before enabling the Appointment Workflow.

    PracticeSettings-context Configure-MulticolumnAppointmentBook

  3. Select the spannericon spanner icon to display the Appointment Workflow Wizard at the Departure Details screen:

    PatientRetentionWorkFlowWizard-1_v11

See also...

Configuring Appointment Workflow

Configuring Appointment Arrival Options

Configuring the Departure List

Configuring Planned Treatment Appointment

Configuring online booking of planned treatment

Improving system performance via Departure List options

Configuring Recall Appointments

Configuring Payment Processing

Configuring Contact Details

Configuring Custom departure tasks

Next >>

Configuring the Departure List