Appointment Restrictions

To prevent bookings being made for specific patients in specific slot types you can create a list of Restrictions. Restrictions can be set by age and/or sex, for example, you can apply a female only Restriction to a maternity slot type, or age restrictions to a baby clinic slot type.

Restrictions - Age

To add a Restriction defined by age:

1. From the Appointments Setup menu, select Restrictions .
2. The existing restrictions display:

3. Select Add restriction .
4. The Create Slot Type Restriction screen displays:

Complete the details of the restriction as required:

• Description - Enter the description of the restriction.

  Note - Duplicated Restriction descriptions are not allowed, should you attempt to create one an error message displays.

• Type - Select Age.

• Minimum age - Tick Restricted if you want to apply a minimum age restriction. Enter the numeric value and then select Years or Months from the available list.

• Maximum age -Tick Restricted if you want to apply a maximum age restriction. Enter the numeric value and then select Years or Months from the available list.

Note - You must apply at least one restriction.
5. Select Apply to add the restriction.

Restrictions - Sex

To add a Slot Type Restriction defined by sex:

1. From the Appointments Setup menu, select Restrictions .
2. The existing restrictions display:

3. Select Add restriction .
4. The Create Slot Type Restriction screen displays:

     

   Complete the details of the restriction as required:

   • Description - Enter the description of the restriction.

     Note - Duplicated Restriction descriptions are not allowed, should you attempt to create one an error message displays.

   • Type - Select Sex.

   • Allowed sex - Select the sex that you want to allow bookings to be made for, preventing bookings from being made for the opposite sex.

   Note - You must apply at least one restriction.

5. Select Apply to add the restriction.

Editing Restrictions

You can update the details of a Restriction if required:

1. From the Appointments Setup menu, select Restrictions .
2. The Restrictions list displays. Select the restriction you want to update.

3. If it is only the name that needs updating, simply select the name and update it:
   

   

   If you are updating the criteria, select Edit and the Edit Slot Type Restriction screen displays:

4. Update the details as required.
5. Select Apply to save the changes.
6. Select Save to save your changes or Reset to cancel any changes:

   

Deleting Restrictions

You can delete Restrictions that are no longer required:

1. From the Appointments Setup menu, select Restrictions .
2. The Restrictions screen displays, select the restriction no longer required, and select Delete to remove it: