Config - Basic appointment rosters

Creating a new appointment basic roster by resource

Go to File>System Configuration>Appointment Roster
To add a new appointment roster click on the New... icon.

Allocate one (or both) of the two options;

Allocate appointment resource

Staff Member

Allocate staff member - You can select a default procedure here so every time an appointment slot in this roster is selected to book a patient into, it will default to this staff member. They can then view all appts allocated to them. You can also leave this blank

Start and end date

Enter the start and end date for this roster to be available to book an appointment into

Site

allocate a site if applicable - Config - appt rosters & multi-site databases

Procedure

You can select a default procedure here so every time an appointment slot in this roster is selected to book a patient into, it will default to this procedure. You to be associated with all the appointment slots in the roster - or can be left blank

Procedure Description

If you have IDEAS Version 7.0.13 or above

if you don’t want to allocate a specific procedure to this roster, but to help the user you want to provide guidance describe the type of procedures that should be booked there you can use this description field;

Example: a morning ultrasound clinic roster , but you have five types of ultrasound scan appointments that a patient can be booked for, you could use the description ‘choose appropriate scan type’ as the description.

Times

Define the time period in the day when you want the appointment timeslots to be available, and how long you want them to be
Select the days of the week you wish this roster to be available on
online booking - this feature is not available at the moment

Complex rosters are used when a doctor/resource has an irregular roster
For more information see Config - Complex roster

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