Viewing the Appointment Book

The Multi Column Appointment Book is the main appointment display. On this screen you can see all your providers appointments and availability.

To open the appointment book go to File->Appointments and choose appointments. If configured differently it may have a different name or there may be multiple books to choose from.

This will open the main multi-column appointment book

The appointment book is split into 3 areas. The Week view, the Day view and the Tabs.

View Week Area

The View Week area displays several days of appointments using colour to show available time, blocked time and booked appointments with each provider.

The days of the week are displayed down the left hand side of the View Week area and there are a number of rows within each day. Each row is divided into hour blocks and represents the appointments for a single provider. Clicking on a Day/Time will move the View Day area below, to display the appointments for that day.

In this example, a coloured block represents an appointment whereas a grey block represents unavailable time, e.g. hours not working.

Clinics display as diagonal lines through time ranges.

For information on how to change the colours of the appointment week view click here - https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1459454245

View Day Area

The ‘View Day’ area shows each provider column configured and the appointments booked on that day. Appointments can be coloured based on their provider/appointment category, blocked time or double booked appointments. Diagonal lines represent a clinic. For information on how to change the colours of the appointment week view click here - https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1077379187

Each appointment will show appointment information such as name of patient, what treatment they are coming in for and contact numbers.

If hover over the appointment more information will display as a tooltip:

Navigating the Appointment Book Date

For both the week and day view you can navigate the date being looked at by using the buttons on the side of the week view

Always returns the display to the current day (i.e., today).

Moves back / forward in time 1 day from the current day displayed

Moves back/forward the time displayed, w equals weeks and m equals months.

Click the drop-down arrow on the top left hand side of the appointment boo to display a calendar.

Select a date by clicking once on the required day. The appointment book will move directly to (and display) that day

Appointment Book Tabs

Tabs can be placed at the bottom of the screen to help with various tasks. We have articles to cover each tab and what it does below:

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Tabs can be added or removed from your appointment book setup, for instructions on how to do this view https://soeidental.atlassian.net/wiki/spaces/PHS/pages/302186750