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Appointment Types

Appointment Types are the different services you offer and who is able to perform them.

  • Click System Setup Tab
  • Click Clinical
  • Click Appointment Types

  • Click Add/Edit/Delete (Green Plus/Yellow Pencil/Red X)

Example: This appointment can be done by any Managing Practitioner (Physiotherapist) at your clinic.

  • Fill in Name
  • Select Duration
  • Click Icon and select shape/color/text for this appointment
  • Move Resource Type (Physiotherapist) from top left to top right
  • Check PencilThat
  • Click OK

Example: This appointment can only be done by one specific Managing Practitioner (Dave Carter) at your clinic.

  • Fill in Name
  • Select Duration
  • Click Icon and select shape/color/text for this appointment
  • Click Resource Type (Physiotherapist) from top left
  • Move Physiotherapist (Dave Carter) from bottom left to bottom right
  • Check PencilThat
  • Click OK

Example: This appointment can be done by any Physiotherapist but they also need a room.

  • Fill in Name
  • Select Duration
  • Click Icon and select shape/color/text for this appointment
  • Move Resource Type (Physiotherapist) from top left to top right
  • Click Resource Type (Room) from top left
  • Move Room (Aquatic Room) from bottom left to bottom right
  • Check PencilThat
  • Click OK

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