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      Appointments

      • Appointment type configuration

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Appointment type configuration

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Configure a new appointment type for general meetings

A practice manager can configure an appointment type to not have a mandatory client record, patient record, and clinical record. As a result, staff can make an appointment without these related record types. Staff can use the appointment type for general meetings.

To configure the appointment type, do this procedure.
  1. Select Admin.
    The Admin tab
  2. In the settings list, select Settings.
    The Settings setting in the settings list
  3. Select Appointment Types.
    The Appointment Types setting
    ezyVet shows a New Appointment Type screen.
  4. In the Name box, enter a name for the appointment type.
    The Name box
  5. Set Needs a client to NO.
    The Needs a clinical record setting
  6. Set Needs a patient to NO.
    The Needs a clinical record setting
  7. Set Needs a clinical record to NO.
    The Needs a clinical record setting
  8. Make other settings as necessary.
  9. Select Save.
    The Save button
    ezyVet shows a confirmation message:

ezyVet has the appointment type. When staff make an appointment that uses the appointment type, it is not necessary to select a client record, patient record, and clinical record,
Parent topic: Appointment type configuration
Related concepts
  • Settings of an appointment type
Related tasks
  • Configure an appointment type to use a remote consent form
  • Set the appointment type that ezyVet automatically uses for new appointments
  • Configure a new appointment type
  • Configure the color of an appointment type
  • Show configured appointment types
  • Make an appointment booking group
  • Add an appointment type to an appointment booking group
Procedure
ezyVet
Practice manager

Last updated: May 16, 2024

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Related Articles:

  • Appointment type configuration
  • Configure an appointment type to use a remote consent form
  • Settings of an appointment type
  • Set the appointment type that ezyVet automatically uses for new appointments
  • Configure a new appointment type
  • Configure the color of an appointment type
  • Show configured appointment types
  • Make an appointment booking group
  • Add an appointment type to an appointment booking group

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