If your User File has been configured to always display the appointment book in a sidebar on the right-For users with wider screens its possible to have the appointment book to permanently show on the right hand side of the screen, the . The functionality is basically the same as for the multi-column appointment book, with a few exceptions. Of necessity, the smaller available space means that the display has to be a bit different, and the functions and buttons altered slightly.

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(Screen example edited to be shorter than normal size).

Header

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The header of the Appointment Book contains the following elements

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Activating/deactivating the Sidebar Appointment Book

To activate or deactivate the sidebar appointment book go to Configure->User Settings. In the bottom section under Appointments tick Display Sidebar. Click Save to recognise the change.

You will need to log out and back in for this change to take effect.

Upon logging back in you will see appointment sidebar

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This appointment Book provides the following elements/options:

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This shows the day and date of the currently displayed book(s).
Click the

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down button to select another day.

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This field displays the current appointment book name. You can use either the

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up/down or the

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button to select another book (or books) to display.

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These buttons shift the appointment book display backwards (6 months, 1 month, 1 week, 1 day) or forwards (6 months, 1 month, 1 week, 1 day), relative to the currently displayed date. To return the display to today's appointments, with the book centred around the current time, click the Today button.

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Each button represents an appointment book (when Multi-column appointment books are enabled). Click the button to make that appointment book the main focus and widen the column. In the example, the RGP appointment book has the focus.

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Click this button to view the appointments for the current provider in month view (i.e., the whole month’s appointments).

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Click this button to open the Restrict Appointment Times window, to set Rotas, Blocks and Clinics.

Other Buttons and Functions

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The clipboard functions the same as in the usual appointment book - patient appointments can be temporarily dragged here pending assignment to a new ‘slot’.

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Although the hold list will not be displayed on this Appointment Book, the Search button allows you to search for appointment times for appointments on the clipboard. This button has the same functionality as the one on the standard Appointment Book.

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Drag appointments to the ‘bin’ button to delete them.

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Click this button to cancel the current patient appointment.

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Click on this button to open the ‘Print Appointment Book’ window, from where you can print a list of the current appointments for the provider.

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Click this button to print patient appointments for the current (or a selected) patient.

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Edit

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To edit a patient appointment, double-click it with the mouse, then edit the details as required.

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Move

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To move an appointment to another time or provider, click on the appointment, hold down the left mouse button, and drag the appointment to the new appointment book box.

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If the new appointment time is not visible on-screen, drag the appointment to the clipboard, click the scroll buttons or use the date selection buttons in the header toolbar to find the required date and time, then drag the appointment from the clipboard to the new appointment time.

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Length

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You can change the length of an appointment either by double-clicking it to open the ‘Edit Appointment’ window, or by dragging the appointment with the mouse:

Hover the mouse cursor over the lower border of the appointment, until the pointer changes to a ‘drag’ cursor:

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Hold down the left mouse button, and drag the border up (to shorten the appointment) or down (to make it longer).

Release the mouse button. You will be asked to confirm the new appointment length. (Note that the appointment times are marked on the left of the appointment book).

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Note that coordinated appointment lengths cannot be changed by dragging - you must double-click the appointment to edit it.

Note that the ability to add, edit or delete patient appointments is governed by EXACT security settings, in the Configure > Security menu, under the File > Appointments item