Appointment Book

This loads the appointment book and selects the current day when Bp Allied is started.

Click to show the calendar buttons at the bottom of the Appointment Book. Untick to remove these.

Allows entries for past dates to be entered into the appointment book retrospectively.  By default this is switched off to prevent accidental appointment bookings being recorded to the incorrect date.

The buttons allow navigation through the calendar.

 

This allows appointments to be created in the same timeslot, that is, double-booking.  This option is turned off by default.

   

If ticked then an All Day appointment will block out all time cells rather than just display at the top of the Day column in the Appointment Book.

Tick this to display the confirmation message when changing appointment details.

 

This needs to be checked to show Holidays in the Appointment Book. To get the holidays to show they need to be imported into Bp Allied from the Outlook Holiday File (OUTLOOK.HOL). Please see instructions on how to do this here.

If this is checked the Appointment Book will display the Appointment in the colour defined for the Consultation Type.  If unchecked the Location colour will be displayed.  Consultation Colours can be set in Data Maintenance > Products and Services.

    (displayed on hovering over appt in Appt Book screen)

When checked the Appointment Notes entered in the Appointment Edit/Add screen will be visible in the Appointment Book.

 

When checked each appointment will also display the phone numbers of the client. 

 

This displays any icons related to varying selections that can be made for an appointment e.g. Reminders, Client has arrived, Red Flag

 

This shows the balance owing on any unpaid invoices (prior to "today's" appointment, unless it has already been invoiced)

 

This displays the total number of appointments available and the number of appointments used for the current referral. In this example, this is the first of ten appointments available to the client.

Set your work hours which will be displayed within the Appointment Book by selecting your Start Time and End Time.  Any appointments made outside of these times will alert the person making the appointment that it is outside your normal work hours.

When checked will displayed the configured work hours if checked or unchecked will display a 24hour calendar.

If your work week includes Saturday (or Sunday, or both) then selecting this will include Saturday or Sunday in the Work Week View when selected in the Appointment Book.

When you make an appointment it will always show as the duration you set here, by default, unless manually changed or set for specific Consultation Types within System > Data Maintenance > Products and Services.

Set the default blocks of time you wish your appointment book to display.

   

If ticked, this will display the time ruler blocks set within the Time Ruler on the Appointment Book

   

Any appointment created will automatically be created with the status as selected here.  In this example Busy is selected by default.

Choose the colour you wish displayed in the appointment book for all cancelled appointments.

If checked a sound will be displayed when you receive a pop up message.  This sound can be changed by browsing for your own .wav file from the location field.

Click Apply to save the changes and keep the options window open.

Click Cancel to disregard changes and close the options window.

Click OK to save changes and to close the options window.