MellowoodMedical Online Help
Viewing the appt diary
Click on the Appointment Diary icon to open the appointment diary.
If you have IDEAS Version 7.0.14 and above, the appointment diary will open in a free floating window, which you can move around , or onto another monitor. It will remain open while you navigate through patient records. Note, you will no longer find it using the ‘Windows’ option from the toolbar
Diary Display/View
The display of the diary can be controlled via these icons,
IDS2911 Appointment diary viewing settings
7-Day View - 3rd icon
for the resource or staff member selected from the drop down on the right
28-Day View - 4th icon
for the resource or staff member selected from the drop down on the right
Date selection
Clicking the dropdown in the date field will open a calendar for selecting the date, or move forward or backwards by days or weeks using the arrow icons.
Return to the current day by clicking ‘Today’
Clinic Site filter
You may also filter on a specific Clinic Site to view only those appointments booked or available at a certain site. Note you will have to configured your appointment rosters and allocated to them so sites to utilise this feature - Config - Basic appointment rosters Config - Complex roster
Messages
Messages can be added to the Message Panel for all users to view. This allows you to enter an event or note applicable to the selected days that will appear for all users to view when they open the Appointment Diary.
To add a new message, right click on the message panel and select Add.
Enter message title and details. Press Save.
Message now appears whenever a date in this date range has been selected.
Note - If you have IDEAS Version 7.0.14 or above, you will be able to allocate a site to a message;
For information on how to set up and use the appointment diary follow these links;
Version | Date | Comment |
---|---|---|
Current Version (v. 10) | Sept 22, 2023 15:03 | Mhairi West |
v. 9 | Aug 09, 2023 18:34 | Mhairi West |
v. 8 | Aug 08, 2023 16:03 | Mhairi West |
v. 7 | Jul 18, 2023 09:29 | Mhairi West |
v. 6 | Mar 01, 2023 20:13 | Mhairi West |
v. 5 | Mar 01, 2023 20:12 | Mhairi West |
v. 4 | Jan 09, 2023 15:42 | Mhairi West |
v. 3 | Jan 09, 2023 14:54 | Mhairi West |
v. 2 | Sept 02, 2021 07:46 | Mhairi West |
v. 1 | Sept 02, 2021 07:38 | Mhairi West |