Difference between revisions of "Appointments - Moving Appointments"
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== Drag the appointment using the mouse == | == Drag the appointment using the mouse == | ||
Hover over the booked appointment and you will a four headed arrow appear at the line between the coloured tab and the patient details. | Hover over the booked appointment and you will a four headed arrow appear at the line between the coloured tab and the patient details. | ||
http:// | http://www.optisoft.co.uk/wiki/images/optisoft/appts/dragappthighlight.jpg | ||
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*Double click on the existing appointment. | *Double click on the existing appointment. | ||
http:// | http://www.optisoft.co.uk/wiki/images/optisoft/appts/moveappttime.jpg | ||
*Change the appointment time by altering the Start and End time. If an Appointment Type was selected then the End time will update automatically once the Start time is changed. | *Change the appointment time by altering the Start and End time. If an Appointment Type was selected then the End time will update automatically once the Start time is changed. | ||
*To move the appointment to another date use the calendar that appears when you drop down the date box. | *To move the appointment to another date use the calendar that appears when you drop down the date box. | ||
*To change optometrists you would drop down the Optician box and select another optometrist. | *To change optometrists you would drop down the Optician box and select another optometrist. | ||
*Click the http:// | *Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/saveandcloseicon.png button to complete the move. | ||
*Please note that it is not advisable to use this method unless you are 100% sure that the destination time is available. If the destination time is not available, Optisoft Enterprise will refuse to process to complete. | *Please note that it is not advisable to use this method unless you are 100% sure that the destination time is available. If the destination time is not available, Optisoft Enterprise will refuse to process to complete. | ||
== Find Next Appointment == | == Find Next Appointment == | ||
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*Make the patient you wish to book the appointment for the active patient. | *Make the patient you wish to book the appointment for the active patient. | ||
*Click on the http:// | *Click on the http://www.optisoft.co.uk/wiki/images/optisoft/appts/fnabutton.jpg button. | ||
*Select which optometrists you’d like to include in this search. Select 'All Opticians' if this is not part of your search criteria. | *Select which optometrists you’d like to include in this search. Select 'All Opticians' if this is not part of your search criteria. | ||
<center>http:// | <center>http://www.optisoft.co.uk/wiki/images/optisoft/appts/fna.jpg</center> | ||
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*Select the specific day of the week or leave it to search on all days. | *Select the specific day of the week or leave it to search on all days. | ||
*Select when you’d like to start searching from i.e. after 10:00am or after 13th August. | *Select when you’d like to start searching from i.e. after 10:00am or after 13th August. | ||
*Click the http:// | *Click the http://www.optisoft.co.uk/wiki/images/optisoft/Shared/SearchIcon.png button to initiate the search. | ||
*Double Left click on the slot from the list that appears on the right hand side to bring up the appointment booking screen. | *Double Left click on the slot from the list that appears on the right hand side to bring up the appointment booking screen. | ||
*If none of the slots displayed are suitable, click on the http:// | *If none of the slots displayed are suitable, click on the http://www.optisoft.co.uk/wiki/images/optisoft/Shared/FindNextIcon.png button to search for further available slots. | ||
[[Appointments - Using Appointments|Back]] | [[Appointments - Using Appointments|Back]] | ||
Latest revision as of 10:27, 20 February 2017
There are 3 ways to move appointments within the diary screens. You can:-
Drag the appointment using the mouse
Hover over the booked appointment and you will a four headed arrow appear at the line between the coloured tab and the patient details.
- Click and hold the left mouse button.
- Drag the appointment to an available slot, either on the same optometrist or another optometrist entirely, and then release the mouse button to drop the appointment into place.
- It is possible to drag an appointment to another day, but only in the 7 Days view.
Manually change the details
- Double click on the existing appointment.
- Change the appointment time by altering the Start and End time. If an Appointment Type was selected then the End time will update automatically once the Start time is changed.
- To move the appointment to another date use the calendar that appears when you drop down the date box.
- To change optometrists you would drop down the Optician box and select another optometrist.
- Click the
button to complete the move. - Please note that it is not advisable to use this method unless you are 100% sure that the destination time is available. If the destination time is not available, Optisoft Enterprise will refuse to process to complete.
Find Next Appointment
You can use Find Next Appointment to search for the next available appointment of certain types or lengths, under certain optometrists.
- Make the patient you wish to book the appointment for the active patient.
- Click on the
button.
- Select which optometrists you’d like to include in this search. Select 'All Opticians' if this is not part of your search criteria.
- Either select the required appointment type or specify an appointment length.
- Select the specific day of the week or leave it to search on all days.
- Select when you’d like to start searching from i.e. after 10:00am or after 13th August.
- Click the
button to initiate the search. - Double Left click on the slot from the list that appears on the right hand side to bring up the appointment booking screen.
- If none of the slots displayed are suitable, click on the
button to search for further available slots.