Standard Sessions

In appointment session plans, set up standard sessions when a practitioner is usually available for appointments.

Procedure

  1. Open the Appointment module. Either:
    • Click Appointment Book.
    • Select Waiting Room > Appointment Book.
  2. If you have multiple Appointment Books in use, select the Appointment Book you want to use via the associated drop-down list.
  3. Select Setup > Availability > Standard Sessions.
  4. From the Practitioner list, either:
    • Select Default Sessions to create sessions for the entire selected Appointment Book.
      Tip:
      Default standard sessions override all practitioner-specific standard sessions. Therefore if you intend to create practitioner-specific standard sessions for even one practitioner, do not create default standard sessions.
    • Select each practitioner in turn and record their session plan.
      Tip:
      Even if only one practitioner has a different session plan to the others, a plan must be recorded for every practitioner.
  5. In the Day of week list, select a day of the week to define sessions for. You must define sessions plans for each day in turn.
  6. In the Starting time and Finishing time lists, enter starting times and finishing times for each session. You can use the arrow buttons to shift forward and backward in half-hour increments.
  7. Optionally, set Other Location for a session if its appointments will be held at a site other than the normal practice, for example, home visits. Sessions flagged in this way appear in the Appointment Book in a different colour.
  8. When the session times for the selected day are complete, click Save.
  9. In the same way, set up sessions for the other days of the week as appropriate.
  10. Click Close.