Scheduling

NOTE - this screen does not automatically refresh - to check the current schedule, click the Find button.

This screen is used to display the Schedules - ie the diary of appointments  and their status.  The buttons allow you to move the appointment through its various stages from new to completed. For background see Concepts|Schedules, Work Lists and Workflow.

The screen displays data in two modes, multi-schedule and single schedule. Note that the left hand panel displays the current customer and patient. This will change as the different appointments are selected. Below the Craddock/Sadie appointment is selected (note the italic font).

[As you will guess these screens show artificial data - a practice with this few appointments wouldn't survive, and there is something wrong with a 25 year old spaniel, and a 2 month old, 23 kilo chihuahua.]

First the multi-list display.

This is essentially a select screen. The selection fields area as follows:
View - this is used to select the Schedule View to be used
Schedule - this can be set to All or any one of the Schedules that are part of the current Schedule View.  If you select other that All, then the schedule will be displayed in single schedule mode - see below.
Clinician - this can be set to All or any one of the clinicians. If you select a clinician, then all the appointments for clinicians other that the one selected will be 'greyed out'.
Date - the date selector allows you to enter a date, go back or forth one day, or one week (the outer arrows), or, with the black square, select today.
Highlight - this can be set to Clinician, Event Type or Status and changes the colours used to display each appointment
Time - this can be set to All, Morning, Afternoon, Evening, AM or PM. This sets the part of the day for which the schedule is displayed. Note also that if there is part of the day for which the schedule is not available then there will be no slots in that part. In the picture, the Surgery starts at 8am but the main clinic not until 9am.

The display area consists of one column per schedule, each showing the appointments that match the selection conditions. What is displayed for each appointment is set via the Administration|Organisation|Schedule View screen. Here you can see that this view is set to display the customer, patient and status (but not the clinician).

The buttons are as follows: (see below for when the various buttons are displayed)
New - create a new appointment in the currently selected time slot. To select a time slot, click it and it will display in the slot, then press the New button (or click the slot again) and the New Appointment screen will open. The new appointment will have status Pending.
Edit - edit the selected appointment
Delete - delete the selected appointment, a confirm window will appear
Print - print the selected appointment
Check-In - initiates the check-in process      }
Consult - opens the Visit Editor window        } click here for details
Check-Out - initiates the check-out process  }
OTC - Over The Counter sale - opens the New Counter Sale window to allow you to make an OTC sale

Moving an appointment
If you want to move an appointment to another date/time, you can just edit the appointment and change the start and end times.

You can also 'cut and paste' it as follows (which also allows you to move it to another schedule):

• select the appointment by clicking on it
• cut it using Ctrl-X
• navigate to the day and schedule that you want
• click on the new time slot so that appears
• paste it using Ctrl-V

Copying an appointment
If you want to copy an appointment to another date/time, you can use 'copy and paste' as follows:

• select the appointment by clicking on it
• copy it using Ctrl-C
• navigate to the day and schedule that you want
• click on the new time slot so that appears
• paste it using Ctrl-V

The single-schedule display is as follows:

The selection fields and buttons are the same as for the multi-schedule display.

The display area columns are as follows:
Start Time - the slot start time
Status - the appointment status - which will be (in logical order) one of Pending, Waiting, Admitted, In-Progress, Billed, Completed, or Cancelled. Note that the status 'Checked-In' is translated here to 'Waiting' with the time since checked-in - see the 11.45 slot in the picture above.
Appointment Type - the type of appointment - those available are set via Administration|Types|Appointment Type
Customer - the customer - note that the name is a link - clicking on it will take you to the Customers|Information screen
Patient - the patient - note that the name is a link - clicking on it will take you to the Patients|Medical Records screen
Notes - the notes for the appointment
 

Available Buttons
The following table shows when each button is displayed.