| Table of Contents | ||
|---|---|---|
|
...
Your appointment book will display automatically if
- you are logged into EXACT as a provider, and
- an appointment book is opened from the File menu.
...
- Click the
button to the right of the header bar.
- This will display the "Restrict Appointment Times" window.
Here you have a number of options:
- Click the Create Block Rota button to Set up a Rota that specifies when the Provider is available and unavailable in a weekly cycle to be repeated for a specified number of rotations .
- Click the Create Block, Clinic or Roster button to open the Add Extra Block window from which you can set up the blocks for the times the provider will be unavailable.
- Click the Extend Block Rota button to extend the weekly rotations for the defined Block Rota.
...
Resetting the appointment status
Requires EXACT v12.2 or later.
It is possible to manually reset or change a patient's appointment workflow status to either
...
IMPORTANT: When you reset the appointment status EXACT resets its expectation of where that patient is in the practice and what actions are applicable to that patient's current stage of the workflow.
...
You'll see the status icon in the appointment change: _ Booked
EXACT expects that this patient has not yet arrived in reception.
...
You'll see the status icon in the appointment change: _ Booked
EXACT expects that this patient has not yet arrived in reception.
...
You'll see the status icon in the appointment change: _ Arrived
EXACT expects that this patient has been through the Arrivals process and is queued, awaiting treatment by the Provider.
...
You'll see the status icon in the appointment change: _ In the chair
EXACT expects that this patient is in the chair being treated by the Provider.
...
You'll see the status icon in the appointment change: _ Complete
EXACT expects that this patient has been treated and moved to Reception, and pops up the patients Departure Task List, where applicable.
...
You'll see the status icon in the appointment change: _ Checked out
EXACT expects that this patient has been processed through departure and left the practice.
...
Viewing More than one Single Column Appointment Book at the Same Time
If you have a screen resolution of 800 x 600 or greater you can view two or possibly three appointment books at once.
- Open the first appointment book as you would normally.
- From the ‘File’ menu, select Appointments > Single Column Appointment Book...
This will open a second appointment book that hides the one currently displayed. - From the ‘Window’ menu, select ‘Tile’:
- EXACT will evenly arrange all the windows you have open within the program to display on screen together.
- If the scroll bars and arrows to the right of the ‘View Week’ and ‘View Day’ areas do not appear, click your mouse once on the window frame bar of each appointment book displayed. The scroll bars and arrows will then appear.
TIPS:
- When two or more appointment books are displayed on screen at the same time, they may be viewing different dates.
- With more than one appointment book on the screen, sometimes the tool buttons on the bottom of the book may not be displayed correctly. If a button you wish to use is obscured, temporarily maximise the book using the
button in the upper right corner of the book