How to set up and manage Appointment Columns

This article is meant for those that have the permission 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”. At the bottom of this article you will find a recommended learning track in order to fully understand the capabilities of the Appointment Settings. After following through with all the articles you will be able to:

  • Know why and when you should create Appointment Columns.
  • Create Appointment Columns
  • Editing & removing existing columns

 

An overview of the Appointment Columns

These settings can be found by clicking on the  icon in the top right side of the screen and clicking on General Settings. On the left side of the screen you will see several links that lead to the settings page of different functionalities. For now you may click on Appointment Columns.

On this page an overview is given of all the existing Appointment Columns and it shows the name and sequence of the columns.

Creating a new Appointment Column

Creating a new Appointment Column can be done by clicking on the img_5784a8d8610d4 icon. Proceed with the following steps in order to create a new column:

Name: 
The column name can be based on the (examination) rooms in your practice or based on the availability of your employees.
Sequence
The sequence determines in which order the columns needs to be shown on the page. If multiple columns have the same value please note that they will be alphabetically ordered.
Availability:
With availability you are able to mention on which day of the week this column should be available. For example: If a vet is only available from 08.30 till 12.00 on a Wednesday, you can add a row for the availability to reflect that time period. The times that the vet is unavailable will be marked as red as shown below:

 

Add availability by clicking on the img_5784a8d8610d4  icon and start selecting the start & end times for that new availability. Also make sure to select the right day on which this availability needs to applied. Once you are finished, it should look something like this:

If you need to add more availability, click on the  img_5784a8d8610d4  icon where it says “add row” and repeat the steps mentioned before.

Once you are done adding the availability click on Save to continue.

Editing and Removing an Appointment Column

Editing a column

Editing a column can be done via the Appointment Columns Page. In order to edit a column just hover and click on one of the columns in order to edit it.

Removing a column

A column cannot be removed if appointments are still scheduled, the existing appointments need to be moved to another column before you can continue with the removal. There are two ways to do this:

Option 1:

The first option is to have a look at all the appointments in the column and move assign them to a new column. Please follow the steps in the article “How do I move appointments from one column to another?”. After going through those steps you may navigate back to the “Appointment Columns” page and click on the img_578737474cabb listed next to the column you want to remove and follow through with the steps displayed on your screen.

Option 2:

The second option is to click on the img_578737474cabb icon next to the column you want to remove. You will be prompted to reassign the existing appointments in that column to another column.  Select the column where all the appointments need to be reassigned to and click “Save”:

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. How set up and manage Appointment Columns (currently here)
  3. How to set up and manage Appointment Groups
  4. How to set up and manage Appointment Types

Was this article helpful?


If you wish to provide more detailed feedback regarding this article, please send us an email at: idexx-animana-support-uk@idexx.com