Add / Edit New Appointment Status

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Appointment statuses are used to identify appointment / patients details whilst also being able to report on the status and have them trigger automated reminders. 

 Add New Appointment Status

  1. Click the navigation menu> Appointments

  2. Click the hamburger menu > Setup Status Types

    1. Click New

      1. Type: Right click on the letter to see other available letters to use

      2. Description: Enter the name of the status

      3. Back Colour: Select a colour

      4. Text Colour: Select a colour

      5. Retained in Standby List: 

        1. Yes: The status will remain attached to the appointment if moved to the Standby List

        2. No: The status will be removed if moved to the Standby List

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      6. Click OK

 Editing Existing Appointment Status

  1. Click the navigation menu> Appointments

  2. Click the hamburger menu > Setup Status Types

    1. Only the Description, Back Colour, Text Colour and Retained in Standby List can be edited

    2. Click OK

Links:

Status Report (Non-Financial)

Status Report

 

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