Difference between revisions of "Appointments - Notes and Recurrence"
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=Creating a Note= | |||
You can book a regular time slot for an optometrist when they are not available, for example for refreshment breaks or sales representative visits. | You can book a regular time slot for an optometrist when they are not available, for example for refreshment breaks or sales representative visits. | ||
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*The start and end date relate to the recurrence. For a one-off you would select the same date for both start and end. | *The start and end date relate to the recurrence. For a one-off you would select the same date for both start and end. | ||
=Setting Up Recurrences | =Setting Up Recurrences= | ||
==Daily Recurrence | ==Daily Recurrence== | ||
When you select the Daily Recurrence option there are two ways that you can apply this. | When you select the Daily Recurrence option there are two ways that you can apply this. | ||
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Every weekday - The Note/Recurrence will be added to the appintment diary at the same time every week day, Monday to Friday, from the date next to Start Time to that specified next to End Time. | Every weekday - The Note/Recurrence will be added to the appintment diary at the same time every week day, Monday to Friday, from the date next to Start Time to that specified next to End Time. | ||
==Weekly Recurrence | ==Weekly Recurrence== | ||
When you select this option you have two further criteria to choose. | When you select this option you have two further criteria to choose. | ||
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Days of week checkboxes - Use these check boxes to show which days of the week you want the Note/Recurrence to appear on. | Days of week checkboxes - Use these check boxes to show which days of the week you want the Note/Recurrence to appear on. | ||
==Monthly Recurrence | ==Monthly Recurrence== | ||
When you select the Monthly Recurrence option there are two ways that you can apply this. | When you select the Monthly Recurrence option there are two ways that you can apply this. | ||
Revision as of 16:15, 17 February 2012
Creating a Note
You can book a regular time slot for an optometrist when they are not available, for example for refreshment breaks or sales representative visits.
- Click on the
button. - Select the optometrist you want to book out.
- Enter a description in the subject box.
- Enter a start and end time for the note.
- The start and end date relate to the recurrence. For a one-off you would select the same date for both start and end.
Setting Up Recurrences
Daily Recurrence
When you select the Daily Recurrence option there are two ways that you can apply this.
Every x days - The Note/Recurrence will be added to the appointment diary at the same time every x number of days from the date next to Start Time to that specified next to End Time. So, for example, entering 2 in this field would mean that the note would appear at the same time every other day.
Every weekday - The Note/Recurrence will be added to the appintment diary at the same time every week day, Monday to Friday, from the date next to Start Time to that specified next to End Time.
Weekly Recurrence
When you select this option you have two further criteria to choose. Recur every x week(s) - The pattern of Note/Recurrence will be repeated every x weeks as specified here, from the date next to Start Time to that specified next to End Time. So, for example, the number 1 would mean that the chosen schedule would repeat every week. Days of week checkboxes - Use these check boxes to show which days of the week you want the Note/Recurrence to appear on.
Monthly Recurrence
When you select the Monthly Recurrence option there are two ways that you can apply this.
Day x of every x month(s) - Use this option to set the Note/Recurrence to appear in the appointment diary on a specific date in the month. For example you could say day 17, every 3 months and the Note/Recurrence would be entered at the same time on the 17th every third month.
The xth x-day of every x month(s) - Use this option to set the Note/Recurrence to appear in the appointment diary on a specific day in the month. For example you caould say the third Friday of every 2 months and the Note/Recurrence would be entered into the diary at the same time every two months on the third Friday.