Appointment Wizard

This new version Appointment Wizard has a direct connection to Vision 3, you must therefore login to Vision 3 before running the Wizard.

The download file is an .exe for Excel 2010 and above:

• There is a drop-down list option in the Excel report that imports all booked appointment data, free slots, cancelled and unavailable between the date range you set.
• Any appointment shown in the "Who_Made" column as "09VOS" are those made by the patient online.
• It also includes an active analysis of all the appointments currently on the clipnote

Downloads

• Vision 3Appointment Wizard
  Vision Appointment Wizard v2.4.exe (Updated 18/03/24)

  A patient note text column in now included.

• Vision 3 Appointment Wizard
  Vision Appointment Wizard v2.3.3.exe (Updated 29/11/23)
• There is a separate Appointment Wizard for CCG's/HB's, which includes no patient identifiable data
  Vision Appointment Wizard - Anonymised.xlsm
• Walk in Centres
  This version is designed for Walk-in Centre sites as it includes additional patient demographic details and specific Read codes for importing the patients actual practice code and details.
  Vision Appointment Wizard DLM485 - WICs v1.3.xlsm
  Vision Appointment Wizard DLM485 - WICs v1.3.xls

Update History

• v2.3.3 Updated 29/11/2023

  Correction of the Age column format.

  v2.3.2 Updated 10/11/2020

  Issued to fix the Age column.

• v2.2 Updated 26/10/2020

   

• v2.1 Updated 06/04/2019

  Radio button options added to include or exclude overrun appointment slots

• v2.0 Updated 04/03/2019

  Free slots count now excludes extended/double appointment slots

• v1.9 Updated 01/03/2018

  Fix applied to formula for Book Owner Clinic name, as the asterisk was being recognised as a wild card.

• v1.8 Updated 12/02/2018

  This update displays an optional button on the 'Date_Range' sheet when the "Booked Appointments" extract has been compiled, that removes all the patient demographic details from the report sheet, so that the Excel file may be sent to an external source.

• v1.7 Updated 26/04/2017

  This new update now includes "Held_by" which is the "Reserved for web" slot. This enables you to do a complete online analysis of your appointments. The "Reserved for web" slot is retained even after the appointment has been made. Therefore you can demonstrate the % of normal GP slots made available to online services.