Customising Appointment Types

Customise appointment types to suit the needs of your practice.

Procedure

  1. Open the Appointment module. Either:
    • Click Appointment Book.
    • Select Waiting Room > Appointment Book.
  2. Select Setup > Appointment Types.
  3. In the Edit Appointment Types window, customise the details for the appointment types to suit your practice.
    Tip:
    The name and display order of the Standard appointment type are the only details that can't be customised.
  4. The appointment type is represented by an icon or coloured square displayed next to the icon, for example:
    Example appointment with the appointment icon highlighted
    To change the icon or colour, click it. In the Select Case Icon for Appointment Type window:
    • To select an icon image, click Select an icon > Browse. Browse to and select the image file. The file type can be .ico, .bmp, or .png. Its size must be 16 x 16 pixels. Click Open > OK > Save.
    • To select a colour, click Select a colour > Pick Color. Select a colour. Click OK > OK > Save.
  5. To change the order in which appointment types are listed in the menu, select a number for each appointment type in the Display order column. The Standard appointment type is always 1 so it appears first in the menu.
  6. To change the name of an appointment type, click it in the Appointment Type Name column. Type the new name. The name of the Standard appointment type can't be changed.
  7. To send SMS reminders to patients scheduled for this type of appointment, set Send SMS.
  8. To select a keyboard shortcut for an appointment type, select it in the Shortcut column.
  9. To select the background colour for appointments of this type in the Appointment Book, click it in the Card Colour column. Click Pick Color. Select a colour for the background. Click OK > OK.
  10. To select the text colour for appointments of this type in the Appointment Book, click in the Text Colour column. Click Pick Color. Select a colour. Click OK > OK.
  11. Select the standard duration in minutes of this appointment type in the Default Length column.
  12. To automatically add appointments of this type to the Waiting Room, set Auto Add WR. The appointment is added and marked as Waiting 15 minutes before the scheduled start time.
    Note:
    This is useful for Telehealth appointments to ensure they are not overlooked.
  13. Click Save.

Results

New appointments are set up with the details you specified.