Appointment Groups

 

An Appointment Group is a pre-defined group of practitioners that you can select from when in the Appointment Book. A Practice might choose to create a number of Appointment Groups in order to quickly and easily differentiate between types of specialists, for example.

 

To manage Appointment Groups:

1.      Select Setup > Practice > Appointment Groups. The Appointment Group Setup window appears.

o       To delete an Appointment Group, select the Appointment Group from the list at the left-hand side of the window, and then click  Note that you will not be prompted to confirm this action.

o       To edit an Appointment Group, select the Appointment Group from the list at the left-hand side of the window. Make changes as necessary. You can change the name of the Group, and add/remove Group Members. Click to confirm your changes and close the Appointment Group Setup window

o       To add a new Appointment Group, continue now to Step 2.

 

 

2.      Click  The New Appointment Group window appears.

 

3.      Enter a name for the new Appointment Group. Click when you are ready to continue. You will be returned to the Appointment Group Setup window. Ensure the group you created is selected in the list.

4.      Click to add a practitioner to your group. The Add Group Member window appears.

 

5.      Select a practitioner to add to your Appointment Group from the list provided. Only registered practitioners and tenants can be added to Appointment Groups. Click to confirm your selection. You will be returned to the Appointment Group Setup window. Continue to add practitioners to your Appointment Group as necessary. Then click on the Appointment Group Setup window to save your settings and close the window.

Now you can elect to display this new group within the Appointment Book.

o       Note that regardless of the order in which you added practitioners to the group, they will appear in the Appointment Book in alphabetical order.