How do I set up and manage Appointment Types?

This article is meant for those that have user permissions to change the settings of the Appointment page(s) in Animana. Before we continue, please make sure  you have read the article  “An overview of the Appointment Groups, Appointment Columns and Appointment Types”, “How to set up and manage Appointment Columns”, “How to set up and manage Appointment Groups”.

After reading this article you will be able to:

  • Know why you should manage your Appointment Types
  • Creating new Appointment Types
  • Editing & removing existing Appointment Types

Overview of the Appointment Types

The Appointment Types are helpful because they allow you and your employees to become more efficient with managing their appointments in Animana. With every Appointment Type, you are able to provide a default duration and colour code it! Which means that the user does not have to manually fill that in.

By creating different Appointment Types, you will also be creating an easy overview of the types of appointments scheduled in the Agenda/Diary. The Appointment Types can be found during the process of creating an Appointment as shown below:

Appointment_Types_Example

The Appointment Type settings can be found by clicking on the  icon in the top right side of the screen and clicking on “General Settings”. Then on the left side of the screen click on “Appointment Types”:

Once you have gotten to the Appointment Types page you will be able to see an overview of all the types currently available and created in your Animana environment:

Here is a brief description of all the columns listed in this table:

Description:
The description describes the name of the Appointment Type. These types are usually created/named according to typical activities that are taking place in your practice.
Minutes:
This field indicates how long a typical activity takes. For example: In the example shown above the “Operation” type has a duration of 25 minutes. When an user selects this Appointment Type the duration will be automatically adjusted to 25 minutes, as shown in the example below: Appointment_Types_Duration_Change
Sequence
Sequence will determine in which order the Appointment Type needs to be displayed in the drop down menu. Please note that if Appointment Types share the same value, they will be alphabetically ordered. 
Colour
In the Colour field, you are able to give your Appointment Status a specific colour so it can be easily recognised by the users viewing the Agenda/Diary. For example, in the image shown earlier; you can see that the “Appointment” Appointment Type has a purple colour assigned to it. If we view an appointment assigned with the “Appointment” appointment type, you will see it shows the colour it was assigned:

 

Creating a new Appointment Type

Let’s add an Appointment Type  by clicking on the  icon at the left bottom corner of the overview. You will be directed to a page that displays these fields:

Fill in the description, minutes and sequence. The “without status” checkbox enables you to turn of the status functionality for this Appointment Type which means you are not able to update status of your appointment, please see the comparison below:

The box unchecked
The box checked

As you can see the status functionality disappears on the appointment when you check the “without status” box. Using the “without status” functionality might come in handy when you have appointment types such as lunch or free time periods. If you want to learn more about statuses, read the article “Creating and managing Appointments”.

The colour field enables you to select a colour appropriate for your Appointment Type. Click in the field and use the ‘colour picker’ as shown below:

Appointment_Types_Colour_Change

Before you can click on the Save button after picking a colour, make sure to click anywhere on the white space of this page to make the ‘colour picker’ disappear.

Editing an Appointment Type

Changing an Appointment Type can be done by simply hovering and clicking on the name of the Appointment Type you want to change in the overview page.

Removing an Appointment Type

If you want to remove an Appointment Type, click on the  img_578737474cabb icon and confirm the deletion by clicking OK:

Further reading

This article belongs to a larger learning track about Appointment Settings. If this is your first time editing the settings, please follow through this track in this exact order in order to fully utilise the capabilities of the Appointment Settings:

  1. What are Appointment Groups, Columns and Types
  2. An overview of the Appointment Types, Columns and Groups
  3. How set up and manage Appointment Columns
  4. How to set up and manage Appointment Groups
  5. How to set up and manage Appointment Types (currently here)

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