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Appointment book Layout/View Options

There are a number of ways you can view your schedule. Here is a list of the options available.

Week View 

To access the Week view - select the Week icon at the top of the appointment book.

  • View the full week for a single provider
  • When there are multiple patients booked at the same time, only one appointment will appear on the schedule.
  • Click on the light bulb to view other patients booked.
  • A number in the appointment cell indicates how many appointments are booked.

Day View

To access the Day view - select the Day icon at the top of the appointment book.

  • View a single day for all practitioners.
  • When there are multiple patients booked at the same time, only one appointment will appear on the schedule.
  • Click on the light bulb to view other patients booked.
  • A number in the appointment cell indicates how many appointments are booked.

Practitioner View

To access the Practitioner view - select the Practitioner icon at the top of the appointment book.

  • View a single provider’s schedule on the right and the patient’s file on the left.
  • Right click on the patient’s appointment and select View Client Folder to switch between patient records.
  • When there are multiple patients booked at the same time, only one appointment will appear on the schedule. (same as above)
  • Click on the light bulb to view other patients booked.
  • A number in the appointment cell indicates how many appointments are booked

Capacity View

To access the Capacity view - Right click anywhere on the appointment book and select Capacity.

  • View all appointments booked for practitioner - even at the same time. 
  • The appointments will display side by side instead of being hidden.
  • Capacity must be set for the practitioner for this view to work properly

Availability View

To access the Availability view - Right click anywhere on the appointment book and select Availability.

  • View of the whole schedule by day or a provider’s schedule by week with simple visibility on available time slots.

 

 

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