Why Use Practitioner Availability

Practitioner Availability is used to set a Practitioner's working hours. There are two main benefits:

  •     Everyone knows when you're in the office
  •     Everyone knows which location you'll be working from.

These days there are many practices who have Practitioners working in various locations and various hours.  Practitioner Availability can help you track who is where and when they are there. This means that administrative staff can correctly make appointments for clients therefore saving time rescheduling (and annoying clients).

Practitioner Availability uses an "appointment" to set a practitioners available time in the calendar. These can be set to recur daily, weekly, monthly; to end on a specific date or to continue indefinitely.

The Location set in the Practitioner Availability appointment sets the Location/Not Available label at the top of a Practitioners Diary. A slash and colour change is used to denote a change in location during the day.

When an Appointment is made the Location of the appointment is automatically selected based on the practitioner the appointment is made for. This information is based on Practitioner Availability. This in turn can effect the Provider Number and contact details used on an Invoice as well as Location information sent in an SMS Reminder.

Click on Practitioner Availability.

The Practitioner Schedule form displays.

Field

Description

Day/Week View button

Click this button to toggle between Day and Week view for the selected practitioners.

Practitioners

Select the Practitioners you wish to view and create a schedule for.

Work Week Includes

If your working week includes a Saturday and/or Sunday, select these boxes accordingly to show the relevant days within the Week view.

Calendar

Select the date for when you would like to set your availability.  

Click Today to move the calendar to display Today's date.

You can also create a recurring appointment so that your availability will be set the same for each selected day.

Practitioner Schedule

The practitioner schedule shows those time slots available for the selected practitioners.

The colours and name indicate different locations.

Practitioner Availability Menu Options

Once in the Practitioner Availability form, there are several options available. This section details these options.

Field

Description

Create New Appointment

Select New Appointment to create a new availability timeslot within the calendar.

This option can also be invoked by double-clicking on any timeslot within the Practitioner calendar.

Create New Recurring Appointment

Select New Recurring Appointment to create a series of recurring availability timeslots within the calendar e.g. every Tuesday.

This option can also be evoked by double-clicking on any timeslot within the Practitioner calendar and selecting the Recurrance button.

Go to Today

Moves the visible calendar to today.

If the Week View is displayed then today is highlighted.

Go to Date...

Displays the Go To Date form.

  1. Select the Date to go to from the Calendar drop-down.
  2. Choose a view to Show In, if different from the current view.
  3. Click Ok.

The date selected is displayed in the Practitioner Availability calendar in the view selected.

Change View to

5. Change View to  

Use the Change View To option to change the view of the Practitioner Availability schedule displayed.