Preferences - General

You can set practice wide settings from the General screen:

1. From Appointments, select the arrow next to your name and select Preferences:

2. The Appointments Preferences list displays with the General screen open:

3. Complete as required:
   • Timescale for slot retrieval - Complete:
     • From - Defaults to 7 days ago. Select how many days in the past the back arrow on Reception View displays.
       Note - You can go further back using the calendar. Any slot over 7 days old cannot be edited.
     • To - Select how far forward you want the books to display:
       • To the end of the books or,
       • days in the future, select between 7 and 42 days.
   • Free slot definition:
     • Include "unbookable" free slots - Tick to include free slots with a slot type that cannot be booked on the current day.
     • Include "overrun" free slots - Tick to include overrun slots in the free slot search.
     Note - The free slot definition affects the count in Free slot search.
   • Booking Appointments:
     • Show option to merge slots when an appointment overruns free slots - Tick the to display the option to combine slots.
     • Prevent concurrent appointments - Tick to prevent appointments being booked for the same patient, at the same time with more than one clinician.
       See Booking Consecutive Appointments for details.
     • Enforce days/hours prior restrictions - Tick to enforce the days/hours prior restrictions.

   • Patient Search - Preferred Search - Select your preferred default Patient Search screen view:

     

     Select one of the following methods of input:

     • Single input - When you search for a patient, the Patient Search screen displays by default:

       

     • Multiple inputs - When you search for a patient, the Legacy Patient Search screen displays by default:

       

     Note - Only available to users who access Appointments from the Vision 3 front screen.
   See Searching for a Patient for more details.
4. Select the back arrow to close the Appointments Preferences screen and save any changes made.