Creating Plans
A clinic/clinician's Plan is where you build their appointment book.
To set up a plan:
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From your desktop, select Remote Vision and log into Vision 3.
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Select Appointments
.
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Select Personal Plan
and the planner displays:
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Under Personal Plan, select the clinic/clinician required.
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Select Session List
, select All to list all available sessions.
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Drag and drop the sessions required on to the correct day on the planner.
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The Confirms Details screen displays, check the details of the session and update the Start Time if required.
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Select OK to save.
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Repeat as above until the plan is complete.
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Select OK to save the plan.
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