Calendar Preferences

Follow

You can set your calendar preferences by clicking the Cogwheel icon in the top-right of the calendar screen:

CalendarPreferencesIcon.png

The options available are detailed below.

CalendarPreferences.png

Calendar View

These settings relate to the time and days shown on your calendar, as well as whether or not to display cancelled or non-attended appointments.

  • Start time/finish time: The calendar will only display times between the specified start time and finish time. Note that it is still possible for an appointment to be made outside of these times by manually changing the appointment time or if you have configured your available hours to be outside these times - if this occurs, you will not be able to see the appointment in your calendar unless you change the displayed start and finish times.

  • Appointments:

    • All: Show all appointments in the calendar. Cancelled or non-attended appointments will be shown in dimmed colours and with the appointment time in strikethrough font.

    • Hide cancelled/not attended: Cancelled or non-attended appointments will not appear on your calendar.

  • Days to show:

    • All: Show all days on your calendar, including weekends.

    • Weekday: Show only weekdays on your calendar.

Appointment Event

These settings relate to how the patient name, appointment status, payment status, clinical note status and appointment comments are displayed on appointments in the calendar.

AppointmentLabel.png

Image: An appointment in the calendar with a Clinical Note icon, Payment icon and comment

  • Status colour:

    • Show: The time label for appointments without two-way reminders will be coloured based on the appointment status.

      Colour

      Appointment Status

      AppointmentStatus_Red.png

      Red

      Rejected

      AppointmentStatus_Amber.png

      Amber

      Check Response or Pending

      AppointmentStatus_Yellow.png

      Yellow

      Booked (two-way SMS has been sent and there is no reply yet. Colour only applies for appointments with two-way SMS reminders)

      AppointmentStatus_Green.png

      Green

      Confirmed or Attended

    • Hide: The time label for appointments without two-way reminders will be not be coloured.

    Note

    Appointments with two-way reminders will have coloured time labels regardless of whether you select Show or Hide.

    Note

    Time label colours only apply to appointments scheduled from today onwards; they do not apply to previous days in the calendar.

  • Clinical Note Status:

    • Show: The status of the appointment clinical note will be indicated by an icon on the appointment. You can hover over this icon for more information or click to go to the clinical note.

      Icon

      Appointment Clinical Note Status

      ClinicalNoteIcon_Amber.png

      Appointment clinical note content is empty

      ClinicalNoteIcon_Black.png

      Appointment clinical note is in draft status

      ClinicalNoteIcon_Assigned.png

      Appointment clinical note has been assigned to the patient to complete in the patient portal

      ClinicalNoteIcon_Tick.png

      Appointment clinical note has been published

    • Hide: No indicator of the appointment clinical note will appear on appointments in the calendar. To access the clinical note, click the appointment and then click Notes in the Appointment Information.

  • Payment Label:

    • Icon: The payment method/status will be indicated by an icon on the appointment. You can hover over this icon for more information or click to go to the invoice.

      Icon

      Payment Method/Status

      PaymentIcon_Amber.png

      Partially paid, pending, or partially pending

      PaymentIcon_Black.png

      Auto payments (you have automatic payments set up for this invoice)

      Stored Credit Card (you have the patient's credit/debit card on file)

      PaymentIcon_BlackDot.png

      Manual payments (you have manual payments set up for this invoice and do not have the patient's credit/debit card on file)

      PaymentIcon_Green.png

      Invoice paid in full

      PaymentIcon_GreenDot.png

      Invoice overpaid

    • Text: The payment method/status will be shown in text. You can click this text to go to the invoice.

  • Appointment Comment:

    • Show: Information entered in the Comments section of the Appointment Information will be shown on the appointment in the calendar.

    • Hide: Comments will not be shown on the appointment in the calendar. To view comments, click the appointment and look at the Appointment Information tab on the right.

  • Patient Names:

    • Full Details: Shows the patient's title, first name (or preferred name), surname and phone number

    • First Name + initials: Shows the patient's first name (or preferred name) and surname initial

    • Initials: Shows the patients initials

    • Anonymised: Patient names are shown as anonymised IDs, e.g. HX-299816

  • Patient fee balance: Show or hide the patient's fee balance (total amount owing or in credit) on the Appointment Information panel.

Clinic Hours Colour

This section provides an overview of how your hours at each of your locations are colour coded on the calendar. To change these colours, please see how to set different colours for your hours at different locations.

0 out of 0 found this helpful

Comments

0 comments

Article is closed for comments.