Session Types
Before creating a new session, you need to define a list of session types. For example:
- Morning Surgery
- Afternoon Surgery
- Evening Surgery
- Morning Visits
- Afternoon Visits
- Non-Clinical
The exact setup of session types is down to the individual practice. Session types have the following characteristics:
- They are searchable, i.e. you can search for all morning visits.
- They are not time specific,
- They are separated into:
clinical - with slots where patient names can be entered.
non-clinical - without slots.
At this stage, no other details are assigned to a session type, ie no GP, time, appointment slots or days of week. These are defined when you set up the actual session.
To create a session type:
- Select Session types
from the Vision Appointments Setup navigation menu.
See - Vision Appointments Setup Navigation Bar.
The Session types view displays. - Select Add session type...
from the top of the view.
The Create Session Type popup displays. - Enter the name for the new session.
This could be as simple as:
- Clinical
- Non-clinical
or more comprehensive:
- Morning surgery
- Afternoon surgery
- Evening surgery
- Ante-natal clinic
- House Calls
- Practice Nurses
- If appropriate tick the Clinical box.
A clinical session type means that patients can be selected from the patient list and booked into this session, eg morning surgery.
If left unchecked, then the session type is Non-clinical, for example - practice meeting or a trainee tutorial. - Select the Apply
button to create the new Session type.
- The session type view displays, including the new session type.
- Optionally, drag the new session type into the frequently used session types, above the separator line.
-
Select the Save button at the bottom right of the screen to update the changes, or choose Reset to cancel any changes.
Edit Session Type
To amend a description or clinical status
- Click the session type name.
The Edit and Delete options display. - Click the Edit
button.
- Make the amendment.
- Click Apply.
- Select Save to apply the changes.
Delete Session Type
- Click the session type name.
The Edit and Delete options display. - Click the Delete
button.
- Select Save to apply the changes.