Housekeeping

This checklist details the housekeeping tasks you should regularly perform within Appointments.

Note - The task frequency below is a recommendation, so you may want to adapt this to suit your practice protocols. For more information on specific tasks, please refer to the relevant on-screen help, remember you can access this by pressing F1 on your keyboard from any screen.

Appointments Checklist

Appointments	Frequency
Make sure the clip board/note is empty and move any past appointments to the bin. See The Appointments Clipboard in the Appointments Help Centre, or Clip Note in the legacy Appointments on-screen help for details.	Ad hoc
Ensure at least one workstation has the appointment backup enabled. See Appointments Backup - Vision 3 Practices in the Appointments Help Centre, or Configuring the Backup from Appointments in the legacy Appointments on-screen help for details.	Ad hoc

Appointments

Frequency

Make sure the clip board/note is empty and move any past appointments to the bin.

See The Appointments Clipboard in the Appointments Help Centre, or Clip Note in the legacy Appointments on-screen help for details.

Ad hoc

Ensure at least one workstation has the appointment backup enabled.

See Appointments Backup - Vision 3 Practices in the Appointments Help Centre, or Configuring the Backup from Appointments in the legacy Appointments on-screen help for details.

Ad hoc

What else do I need to do?

To view what else you need to do across your clinical system:

See Vision 3 Housekeeping Checklist - England, Wales and Northern Ireland in the Vision 3 Front Screen Help Centre.
See Vision 3 Housekeeping Checklist - Scotland in the Vision 3 Front Screen Help Centre.

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in the top right corner and follow the on-screen prompts.