Creating Sessions

A Session is a combination of a Book Owner, Session Type and Slot Types which describes an appointment book session.

To create a Session:

1. From your desktop, select Remote Vision and log into Vision 3.

2. Select Appointments .

3. Select Plan - New Session and the Define Session screen displays:

   

4. Complete as appropriate:

   • Type - Select a Session Type, for example, Morning Clinic.

   • Book Owner - Select a Clinic or clinician, for example, Highgate Physio.

   • Description - Enter a description for this session, for example, Highgate AM Clinic.

   • Default Start - Enter a default start time using the 24 hour clock, for example, 09:00 or 14:00.

   • Duration - Enter a length for this session in minutes, for example, 120 minutes.

   • Slots Per Hour - Enter how many appointments per hour should be in this session, for example, ten minute slots would be 6 slots per hour, 15 minute slots would be 4 slots per hour.

   • Active - Ticked by default, you can remove the tick to inactivate a session.

   • Colour - A colour palette displays, select a colour for the Session Header.

   • Text Colour - Select either White or Black for the Session Header text.

5. You now have the option to select Distribute Slots. If this session is made up of different slots, for example a mix of Triage and Follow up, you can create the slot pattern from here, see Distribute Slots in the Vision 3 Appointments On-screen Help.

6. Select OK to save.