Appointments - Notes and Recurrence - Revision history

Abrown at 09:27, 20 February 2017

2017-02-20T09:27:39Z

← Older revision		Revision as of 10:27, 20 February 2017
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	You can make an appointment that is not associated with a patient record. This is useful for sceneries such as Sales Representatives Visits, Staff Training, or simply to book the optician some free time.		You can make an appointment that is not associated with a patient record. This is useful for sceneries such as Sales Representatives Visits, Staff Training, or simply to book the optician some free time.

	*Click on the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/appts/noterecurrencebutton.jpg button.		*Click on the http://www.optisoft.co.uk/wiki/images/optisoft/appts/noterecurrencebutton.jpg button.
	*Select the optometrist you want to book out.		*Select the optometrist you want to book out.


	http://91.~~151~~.~~213~~.84/wiki/images/optisoft/appts/noterecurrence.jpg		http://www.optisoft.co.uk/wiki/images/optisoft/appts/noterecurrence.jpg


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	*Enter a start and end time for the note.		*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.		*The start and end date relate to the recurrence. For a one-off you would select the same date for both start and end.
	*Click the http://91.~~151~~.~~213~~.84/wiki/images/optisoft/shared/SaveandCloseIcon.png icon to save the appointment.		*Click the http://www.optisoft.co.uk/wiki/images/optisoft/shared/SaveandCloseIcon.png icon to save the appointment.

	=Setting Up Recurrences=		=Setting Up Recurrences=

Abrown: /* Setting Up Recurrences */

2012-07-16T10:10:29Z

Setting Up Recurrences

← Older revision		Revision as of 11:10, 16 July 2012
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	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.

	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 x days - The Note/Recurrence will be added to the appointment diary at the same time every x number of days from the Start Time to that specified as the 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.		Every weekday - The Note/Recurrence will be added to the appointment diary at the same time every week day, Monday to Friday, from the Start Time to that specified as the 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.
	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.		Recur every x week(s) - The pattern of Note/Recurrence will be repeated every x weeks as specified here, from the Start Time to that specified as the 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.		Days of week checkboxes - Use these check boxes to show which days of the week you want the Note/Recurrence to appear on.

Abrown: /* Creating a Note */

2012-07-16T10:06:26Z

Creating a Note

← Older revision		Revision as of 11:06, 16 July 2012
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	*Enter a start and end time for the note.		*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.		*The start and end date relate to the recurrence. For a one-off you would select the same date for both start and end.
	*Click the http://91.151.213.84/wiki/images/optisoft/shared/~~SaveandClose~~.png icon to save the appointment.		*Click the http://91.151.213.84/wiki/images/optisoft/shared/SaveandCloseIcon.png icon to save the appointment.

	=Setting Up Recurrences=		=Setting Up Recurrences=

Abrown: /* Creating a Note */

2012-07-16T10:06:07Z

Creating a Note

← Older revision		Revision as of 11:06, 16 July 2012
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	*Enter a start and end time for the note.		*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.		*The start and end date relate to the recurrence. For a one-off you would select the same date for both start and end.
			*Click the http://91.151.213.84/wiki/images/optisoft/shared/SaveandClose.png icon to save the appointment.

	=Setting Up Recurrences=		=Setting Up Recurrences=

Abrown: /* Creating a Note */

2012-07-16T10:04:26Z

Creating a Note

← Older revision		Revision as of 11:04, 16 July 2012
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	=Creating a Note=		=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 make an appointment that is not associated with a patient record. This is useful for sceneries such as Sales Representatives Visits, Staff Training, or simply to book the optician some free time.



	*Click on the http://91.151.213.84/wiki/images/optisoft/appts/noterecurrencebutton.jpg button.		*Click on the http://91.151.213.84/wiki/images/optisoft/appts/noterecurrencebutton.jpg button.

Abrown at 15:21, 24 May 2012

2012-05-24T15:21:50Z

← Older revision		Revision as of 16:21, 24 May 2012
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	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.		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.



			[[Appointments - Using Appointments\|Back]]

Mconnor at 16:15, 17 February 2012

2012-02-17T16:15:20Z

← Older revision		Revision as of 17:15, 17 February 2012
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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.

Mconnor at 16:14, 17 February 2012

2012-02-17T16:14:19Z

← Older revision		Revision as of 17:14, 17 February 2012
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	~~Notes/Recurrence~~


	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.

Mconnor at 16:13, 17 February 2012

2012-02-17T16:13:21Z

@@ Line 17: / Line 17: @@
 *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.
-*The recurrence works the same way as Staff Scheduling’s recurrence feature. See Setting Up Staff Scheduling for more details.

Mconnor at 11:20, 17 February 2012

2012-02-17T11:20:01Z

← Older revision		Revision as of 12:20, 17 February 2012
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	Click on the button.		*Click on the http://91.151.213.84/wiki/images/optisoft/appts/noterecurrencebutton.jpg button.
	Select the optometrist you want to book out.		*Select the optometrist you want to book out.


			http://91.151.213.84/wiki/images/optisoft/appts/noterecurrence.jpg



	Enter a description in the subject box.		*Enter a description in the subject box.
	Enter a start and end time for the note.		*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.		*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 recurrence works the same way as Staff Scheduling’s recurrence feature. See Setting Up Staff Scheduling for more details.		*The recurrence works the same way as Staff Scheduling’s recurrence feature. See Setting Up Staff Scheduling for more details.