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 (Chiropractor) at your clinic.

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

Example: This appointment can only be done by one specific Managing Practitioner (Will Smith) 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 Chiropractor (Will Smith) from bottom left to bottom right
• Click OK

Example: This appointment can be done by any Chiropractor 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 (Chiro Room One) from bottom left to bottom right
• Click OK