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  1. Select Configure > Practice Settings to display the Practice Settings window.

  2. Under Appointment Books, select as follows:

    NOTE: First make sure Multicolumn Appointment Book is enabled before ticking “Enable Appointment Workflow”.

  3. Click the spanner button to display the Appointment Workflow configuration wizard.

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  4. Each user can hide the appointment workflow and it’s features/prompts by going to Configure, User Settings and ticking the “Hide Appointment Workflow” box.

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Remember to close the appointment book down and re-open to refresh any changes you have made to the workflow or user settings. Log out and back into EXACT if it doesn’t refresh.

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