Ad-Hoc Book Management

The Ad-Hoc Book Management screen allows you to manage existing plans as and when required.

To access the Ad-Hoc Book Management screen:

• From the Extension Plan screen, you can either:
  • Select Edit Live Appointment Books , or
  • Right click on a template and select Manage appointments:

From the Ad-Hoc Book Management screen, you can display a combination of Book owners and dates:

To configure the screen:

1. Select Add or remove book owners , select the initial book owner and a date from the calendar.
2. Repeat step 1 until all the book owners with session you wish to copy or move display on the Ad-Hoc Book Management screen.

You can now:

• Add sessions - Select Add at the top right of the screen and a side bar displays containing a list of sessions:

  

  Select the session required and drag it on to the plan. As you drag the session, the side bar moves out of view.

  Note - You can add sessions to Appointment Books up to a maximum of seven days in the past. For example, if patients were seen unexpectedly out of practice.
• Copy sessions - Sessions can be copied from one day/book owner to another. Hold the Ctrl key on your keyboard, select, drag and drop the session you want to copy to where you want it.
• Move sessions - Sessions can be moved from one day/book owner to another, if appointments have been booked, they are moved with the session. Simply drag and drop the session you want to move, to the new day, time and owner.
  Important - If you move a session with booked appointments and SMS messaging is enabled the patients are notified of their new appointment time. See SMS Messaging (Shared Care) for details.
• Change the Time intervals - You can have more control over the times you set your session to start by changing the Time inverval. Simply select the time frame required:

  

  This setting is saved for future use ad-hoc changes.

• Calendar - When you access the Ad-Hoc Book Management screen from, Extension plan, right click on an owner and select Manage appointments, you can select the current or any future week, simply select Calendar and choose the date required.
  Note - You can add sessions to Appointment Books up to a maximum of seven days in the past. For example, if patients were seen unexpectedly out of practice.

• Session Information - The session information on the Ad-Hoc Book Management screen displays and updates as appointments are booked: