To add and manage appointment statuses in the system, follow these steps in Practice Settings.
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Add an Appointment Status
- Navigate to the System Menu > select Practice Settings > Diary > Appointment Status.
- Click + Add Appointment Status.
Enter the following details:
- Custom Appointment Status*: Enter an easily identifiable name for this appointment status.
- Description: Enter a description that clarifies what this status means.
- Label*: Enter the label that should appear on the appointment tile when appointments are in this status.
- You are limited to 2 characters. For example, CF stands for Confirmed Appointment.
- Colour*: Select a colour for the appointment tile label. You will see a preview of the label to the right.
- Click Save when you are ready.
Manage Appointment Statuses
On the Appointment Status grid, you can view the custom appointment statuses. Let's explore the actions that you can perform here.
a. Edit Custom Appointment Status
- Click Edit on the intended status.
- Make the required changes.
- Click Save.
b. Activate or Deactivate Appointment Status
To activate or deactivate an appointment status,
- Select the desired Custom Status(es).
- Click Activate or Deactivate as required.
- Click Ok on the Change Status confirmation modal.
Note: The Appointment Status includes a system tag with a truncated description that expands on hover. |
c. Update Appointment Status Order
- Click and drag the dotted handle of the required appointment status and move it upwards or downwards to update the appointment status order. This will reflect on the Diary accordingly.
Practices can use this simple guide to add and manage appointment statuses in Practice Settings.