Editing Sessions

When you edit a session, any changes are applied to new weeks when you extend books, any existing weeks remain unchanged unless you undo books and then extend books again.

To edit a session:

1. From the Appointments Setup menu select Sessions .
2. Select the Session you want to update.

3. Select Edit to make changes. The session can now be edited.

4. You can change the slot types in two ways:
   From the menu

   1. Select slot(s) and select Change from the menu:

      

   2. A list of slot types display:

      

      Select the new slot type from the list.

   Important - To facilitate reporting on vaccination appointments any COVID vaccination appointment slots should have a Slot Type of COVID VACS. This is essential in England however it is recommended elsewhere to help manage your appointment books. See Slot Types Overview for more information.
   Using the 'Set as temporary default slot type' function

   In this example we want to change the first four slots of the session to Asthma slots.

   1. If a slot of the type required is not in the session, change one of the slots you want to update, now select Options - Set as temporary default slot type:

      

   2. Now, simply click on every slot you want to update to the default slot type, in this example Asthma:

      

5. The session duration updates automatically, check this does not extend or reduce the session inappropriately and remove or add slots as required.

6. To change an individual slot, the following options are available:

   

   • Copy – Select to copy the slot(s).
   • Paste – Select to paste the copied slot(s).
   • Delete – Select to remove this slot from the session.
   • Insert Before – Select to duplicate the selected slot and insert it before the selected slot.
   • Insert After – Select to duplicate the selected slot and insert it after the selected slot.
   • Set as temporary default slot – Select to set this slot as your default for this session only.
   • Set as 'Available to booking' – Make to make the slot(s) available / unavailable. If the slot is greyed out it displays as Unavailable

     :

   • Set as 'Available for web' – Select to allow patients to book this slot using Online Services.

7. You can also make changes using the toolbar:

   

   Training Tip - You can select multiple slots or tick the top option to select all the slots in the session.
   • Available - Mark as unavailable for booking.
   • Web - Mark as available for online booking.
   • Change - Select to change or clear the slot type.

   • Fix Duration - Select to update a slot type duration to match the duration set in the Slot Types screen.

     Note - Slots with a duration that do not match the duration set in Slot Types are identified by a tooltip to indicate this.
     Important - If you update the slot duration, the affected session duration updates automatically. If this clashes with another scheduled session, you are unable to save your update. See Searching for Sessions in Weekly Plans for more details.

8. Select Apply to apply your changes, Reset to reset any changes or Cancel to cancel the changes.

   

9. Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

   

Updating Rows

The following notifications display on the screen when additions, modifications and deletions are made:

• Addition - Adding a new row.

• Modification - Modifying an existing row.

• Deletion - Deleting rows.