How to set working times for appointments?

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<li>From this window, each resource can be  adjusted in detail. Using <strong>"appointment types"</strong>, it is possible to  restrict some parts of the  day to only accept certain appointment  types, for a given set of resources.</li>
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<li>From this window, each resource can be  adjusted in detail. Using <strong>appointment types</strong>, it is possible to  restrict some parts of the  day to only accept certain appointment  types, for a given set of resources.</li>
 
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<p style="text-align: justify;">On  Monday from 08:00 AM to 10:00 AM the  doctor John performs only first  interviews with new patients:</p>
 
<p style="text-align: justify;">On  Monday from 08:00 AM to 10:00 AM the  doctor John performs only first  interviews with new patients:</p>
 
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<li>Define an appointment type<strong> "First interview"</strong>.</li>
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<li>Define an appointment type<strong> First interview</strong>.</li>
 
<li><strong>Mark Doctor John</strong> and open the window to edit the resource settings.</li>
 
<li><strong>Mark Doctor John</strong> and open the window to edit the resource settings.</li>
 
<li><strong>Add</strong> a new work time definition.</li>
 
<li><strong>Add</strong> a new work time definition.</li>
<li>In the drop down list you can choose <strong>"First interview"</strong>.</li>
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<li>In the drop down list you can choose <strong>First interview</strong>.</li>
 
<li><strong>Assign it to the resource time:</strong> from 08:00 AM to 10:00 AM every day.</li>
 
<li><strong>Assign it to the resource time:</strong> from 08:00 AM to 10:00 AM every day.</li>
 
<li>It will be shown in the schedule of Doctor John.</li>
 
<li>It will be shown in the schedule of Doctor John.</li>
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<p style="text-align: justify;">&nbsp;</p>
 
<p style="text-align: justify;">&nbsp;</p>
<p style="text-align: justify;">Or you may want to  schedule on Thursday  from 09:30 AM to  02:00  PM only appointments that  take place in the  operation room  (OR)? In this  case you can define an  appointment type <strong>"OR"</strong> which you  should assign to  the involved  resources and the specific  time.</p>
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<p style="text-align: justify;">Or you may want to  schedule on Thursday  from 09:30 AM to  02:00  PM only appointments that  take place in the  operation room  (OR)? In this  case you can define an  appointment type <strong>OR</strong> which you  should assign to  the involved  resources and the specific  time.</p>
 
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<li>If the box <strong>"Show text for the appointment types in resource row"</strong> is        checked, the allocated possible appointment types will be displayed as    text      for each resource in the schedule. </li>
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<li>If the box <strong>Show text for the appointment types in resource row</strong> is        checked, the allocated possible appointment types will be displayed as    text      for each resource in the schedule. </li>
 
<li>It is also possible to<strong> provide    these times with a special resource background colour</strong>.    However, this    colour is the same for all appointment  types, so if    you have several    appointment types defined, it is advisable  to only use text.</li>
 
<li>It is also possible to<strong> provide    these times with a special resource background colour</strong>.    However, this    colour is the same for all appointment  types, so if    you have several    appointment types defined, it is advisable  to only use text.</li>
<li>The most important rule to display the appointment in the schedule is: each appointment must not overlap the time of <strong>"All appointments"</strong> set for this resource.</li>
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<li>The most important rule to display the appointment in the schedule is: each appointment must not overlap the time of <strong>All appointments</strong> set for this resource.</li>
 
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Revision as of 16:02, 17 January 2013

Working times can de changed in the settings.

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<img src="/images/Setting.png" alt="" width="483" height="148" />

 

Go to System -> Settings -> Working times and constraints.

  • From this window, each resource can be adjusted in detail. Using appointment types, it is possible to restrict some parts of the day to only accept certain appointment types, for a given set of resources.
  • Time sections that allow only certain types of appointments can be defined for each resource.
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Settings NewWorkingTime.png

 

  • On the table to the left, you can create and edit the appointment types. The first row of the table cannot be changed because it stands for all types of appointments (all kinds of appointments possible).
  • It is useful to choose short names (IVF, OP, ...). The next section under the picture explains how to display these names in the schedule directly. With long names the schedule will be confusing.

 

For example:

On Monday from 08:00 AM to 10:00 AM the doctor John performs only first interviews with new patients:

  1. Define an appointment type First interview.
  2. Mark Doctor John and open the window to edit the resource settings.
  3. Add a new work time definition.
  4. In the drop down list you can choose First interview.
  5. Assign it to the resource time: from 08:00 AM to 10:00 AM every day.
  6. It will be shown in the schedule of Doctor John.
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DoeJohn.png

 

Or you may want to schedule on Thursday from 09:30 AM to 02:00 PM only appointments that take place in the operation room (OR)? In this case you can define an appointment type OR which you should assign to the involved resources and the specific time.

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<img src="/images/Settings_OnlyRed.png" alt="" width="464" height="525" />
  • If the box Show text for the appointment types in resource row is checked, the allocated possible appointment types will be displayed as text for each resource in the schedule.
  • It is also possible to provide these times with a special resource background colour. However, this colour is the same for all appointment types, so if you have several appointment types defined, it is advisable to only use text.
  • The most important rule to display the appointment in the schedule is: each appointment must not overlap the time of All appointments set for this resource.
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