Sessions Overview

 

Sessions (5:03)

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.

A session is a defined period of time which includes appointment slots that can be of different types and duration. For example:

Session Name: Morning Surgery

Session Duration: 120 minutes

Sessions can be generic and used by any owner, or owner specific. They can be used on any day and start at any time:

If all your GPs use the same surgery pattern, for example, always two hours with six appointments per hour, then you can use the same session for all of your GPs.

Individual sessions should be re-used as often as possible throughout the system where their pattern is the same, as this prevents the session list from being too long. Unused or duplicated sessions should be deleted.

When a new session is added, it is not associated with a particular day or book owner until it is linked to a weekly template plan.

Training Tip - You can drag and drop sessions into the order you want them to display.
Note - Sessions created in Appointments Setup with different slot times must be added to Weekly Plans and can only be accessed in the new Appointments app.

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 Creating a Session and Editing Sessions for details.
See Video Tutorials for further Appointments Setup videos.
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