Create an Appointment Schedule for the Provider

Create an Appointment Schedule for the Provider


Setting Up a Template for the Provider

This screen is divided into 4 Segments

Location/Provider Templates

  1. This first segment identifies the Location and all Providers set against that Location
  2. Select a Location/Provider in the list that populates
  3. The appointment book will be set up for the Location/Provider the cursor points at

Templates In Schedule

  1. Located below Location/Provider Templates
  2. Click + to add
  3. Select assigned template from the drop down list
  4. These are the templates created in Appointment Daily Set Up and Maintenance
  5. Enter the day or days of the week you wish to populate the appointment book using this template
  6. Select a Start Date
  7. Select An End Date
  8. Enter the period you want the template to be active. For example
    1. One day is Every 1 open for 1 week 
    2. Daily is Every 1 week open for 52 weeks. This creates a daily schedule every week for one year
    3. Fortnightly: Every 2 week Open for 52
    4. Monthly: every 4 weeks Open for 52
  9. Tick to Save

Active template dates

  1. Located at the top of the screen next to Location/Provider Templates
  2. When a Template is created and saved for a Provider [Templates In Schedule] this screen will populate with all of the dates this schedule will be active for
  3. A scroll bar at the side of the dates allows you to scroll thru all the available dates
  4. This screen allows the user to delete a date not required when the template is first created
  5. A prompt will come to screen requesting that you confirm your selection to avoid mistakes

Screen View of Template

  1. This appears in the screen next to the Active template dates

Setting Up a Template for the Provider-Bottom task-bar 

  1. Six Tabs are active at the bottom of the screen

TAB 1: Erase Future Slots

Only Selected Template

  1. This should be used by default.
  2. It will only erase the future slots that have been created for the Location/ Provider selected and the Template selected for that Location/Provider in Templates In Schedule
  3. Any active appointments that have been entered against this Template should be printed when the message comes to screen

Only Selected Provider

  1. This erases all appointments for the provider selected in Location/Provider

All Providers Listed

  1. This clears the appointment book completely and should not be selected 
  2. this option was only included where the appointment book is initially set up incorrectly

TAB 2: Repeat Until

This should only be used where a created  Templates In Schedule for the Location/ Provider selected has been erased and then edited and saved

Only Selected Template

  1. Selecting this option  will then populate the appointment book with the selected details
  2. This option can also be used where the provider wants a duplicate time slot for each appointment date

Only Selected Provider

  1. This duplicates all appointments for the provider selected in Location/Provider

All Providers Listed

  1. This duplicates the appointment book completely and should not be selected unless requested 

TAB 3:Clear Past Free Slots

  1. This option clears the appointment book of all free slots in the appointment book prior to the date this option is selected.
  2. It is advisable not to do this immediately as Impulse has an option in the appointment book where you can enter an appointment in a past appointment slot

TAB 4: Future Appointments List

  1. This only prints the future slots that have been created for the Location/ Provider selected and the Template selected for that Location/Provider in Templates In Schedule
  2. A date range will appear. Enter your selection
  3. Click OK for the print out

TAB 5: Transfer all Appointments

  1. Select this option where a Location/Provider has left the practice and his or her appointments will be transferred to a new Location/Provider Template
  2. Select Location/ Provider and the Template for that Location/Provider in Templates In Schedule
  3. A List of all Location/Providers will appear
  4. Select The option you require
  5. Click OK

TAB 6: Close

  1. Takes you back to the appointment book or Main screen of Impulse depending on where you selected to open Templates



 

    • Related Articles

    • SMS Appointment Reminders

      Introduction Impulse now includes functionality to send appointment reminders to your patients by SMS. Practices are able to fully customize the SMS Message sent from Impulse. SMS Messages are available as 1 way & 2 way SMS with all delivery ...

    • Create an Appointment Daily Template Schedule

      Schedules The work hours for each Provider is set in an Appointment Daily Template Schedule that is used to populate the appointment book Individual Provider or Generic Appointment Daily Template Schedules can be created. Where a specific Treatment ...

    • Adding Past Appointment

      There are times where you will need to record an appointment for a date and time that is in the past. This task is completed from the appointment book window in Impulse. On the main top menu, select Appointment Select Record Past Appointment from the ...

    • Create Appointment Treatment Types

      This is the first stage of customising your Appointment Book. The treatments define the look of the appointment book at a glance.  Accessing Treatment Types Access is Via the Appointment Book tab on the main screen of Impulse. When this opens ...

    • Correcting Mistakes In An Appointment Schedule

      Amend An Appointment Schedule In Appointment Book select Schedules from the Right Hand Taskbar Location/Provider Templates Select The Location/Provider in the list that has the Appointment Schedule that needs to be Amended Templates In Schedule ...