This week we take a look at the "history" of an appointment. This often-overlooked feature documents the entire life of an appointment, and can provide useful insight when what happened with an appointment is unclear.
Welcome to the tip of the week. This week we take a look at how to set up your schedule exactly the way you like it. Every practice has its own way of doing things. Sometimes that means that the schedule needs to be modified in various to accommodate the needs of the practice. That’s where custom columns can help.
I’m listening. What are some example?
I’m glad you asked. Let’s look at some...
Let’s say you want a column for drop-offs and another column technician appointments. Well, custom columns allow you to do that. Or maybe one of your doctors prefers to be scheduled as Dr. James Bond, and another doctor prefers Dr. Elle. Yup, custom columns can accommodate both. Or maybe you want to order all the doctors columns by the doctor’s birthday (I don’t know why you would, but let’s just go with it). You guessed it, custom columns can help.
Sounds great. How do I set them up?
It’s pretty simple, really. Everything is done under “configurations” in Settings. Start by creating a new column:
- Click on Settings
- Click on “configurations” and select the “new schedule column” option
This little form will appear. This is where we’ll configure the column.
The “type” field allows you to select whether this is a column for one of your staff members or not. This is what allows you to create columns for things like “drop offs” or “tech appointments.”
If the column is for a staff member, you’ll need to select the specific staff member in the “name” field. Otherwise, that field is disabled.
The “display name” is what will appear as the title of the column. This is what allows one doctor’s column to show “Dr. James Bond” and another’s “Dr. Elle.”
The “available for” field only applies if you’re using online appointment booking. This field determines if that column is available for booking online. We’ll cover online appointment booking at a later time.
I’m with you. Now how do I rearrange them?
I love your enthusiasm! Rearranging the columns is the easiest part. All you need to do is drag-and-drop the columns by clicking on the checkerboard icon next to each column. The column listed at the top of the list will appear on the left side of the column.
Every practice is a little different. Custom columns are a great way to get the schedule set up just the way you like it for your practice.