Adding a Book Owner - Clinic

 

Setting up Staff and Clinics (1:25)

Important - For practices with a hosted server, for example AEROS, you must watch the videos on your local desktop. To do this copy and paste the url for this web page into your local browser. Local health board restrictions may also affect access.

To create a clinic as a Book Owner:

  1. From the Appointments Setup menu, select the Book owners - Clinics.
  2. The Clinic book owners screen displays, select Show inactive at the top right to display inactive clinics.
  3. The Clinic book owners screen displays:

  1. Select Add clinic book owner and the Create clinic book owner screen displays:

  1. Complete as follows:
    • Name - Enter the clinic name
    • Short Name - Enter an abbreviated form of the clinic name, between 2 - 5 characters.
  2. Select Apply and the Clinic book owners screen displays with new clinic included.

  3. Select Save to save your changes or Reset to cancel any changes:

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.

Note - The notifications disappear once you save or reset the changes, a warning symbol displays if the change cannot be made, for example, if the name you are using is already in use.
See Book Owners - Overview, Adding a Book Owner - Staff and Modify Book Owners for further details.
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