How to set working times for appointments?

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<p><span id="result_box" lang="en">G<span class="hps">o</span> to <span class="hps">System -&gt;</span> <span class="hps">Settings</span> <span class="hps">-</span><span>&gt;</span> Working times and constraints.</span></p>
 
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<li><span id="result_box" lang="en">G<span class="hps">o</span> to <span class="hps">System -&gt;</span> <span class="hps">Settings</span> <span class="hps">-</span><span>&gt;</span> Working times and constraints.</span></li>
 
 
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<p>In this area  each resource can be  adjusted in detail. Using &ldquo;appointment types&rdquo; it is possible to  restrict some parts of the  day to only accept certain appointment  types, for each resource.</p>
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<p style="text-align: justify;">Time  sections that allow only certain  types of appointments can be defined  for each resource.</p>
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<li>In this area  each resource can be  adjusted in detail. Using &ldquo;appointment types&rdquo; it is possible to  restrict some parts of the  day to only accept certain appointment  types, for each resource.</li>
<p style="text-align: justify;">For example: on Monday from 08:00 AM to 10:00 AM the  doctor X performs only first  interviews with new patients. By defining  an appointment type &ldquo;First   interview&rdquo; and assigning it to this  resource and time, it will be   possible to schedule only first  interviews with  doctor X on Monday  morning. 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  &ldquo;OR&rdquo; which you  should assign to  the involved  resources and the specific  time.</p>
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<li>Time  sections that allow only certain  types of appointments can be defined  for each resource.</li>
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<p style="text-align: justify;">For example:</p>
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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>
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<li>Define an appointment type "First interview".</li>
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<li>Mark the Doctor John and open the window to edit the resource settings.</li>
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<li>Add a new work time definition.</li>
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<li>In the drop down list you can choose "First interview".</li>
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<li>Assign it to the resource time: from 08:00 AM to 10:00 AM every day.</li>
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<li>It will be shown in the schedule of Doctor John.<br /><br /></li>
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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  &ldquo;OR&rdquo; which you  should assign to  the involved  resources and the specific  time.</p>
 
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Revision as of 13:05, 14 November 2012

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

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

 

  • In this area 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 each resource.
  • Time sections that allow only certain types of appointments can be defined for each resource.

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 the 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.

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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Settings NewWorkingTime.png

In the table to the left you can create and edit the appointment types. The first line in the table cannot be changed because it stands for all types of appointments (all kinds of appointments are possible).

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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 shown as text for each resource in the scheduler. 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 use only the text.