Settings of an appointment type
Before a practice manager configures an appointment type, it is important to know the function of its settings.
This table gives each setting and its function:
| Property | Function |
|---|---|
| Needs a client | If set to YES, a staff member must select a client when they make the appointment. |
| Needs a patient | If set to YES, a staff member must select a patient when they make the appointment. |
| Needs a clinical record | If set to YES, the appointment always has a related clinical record. You can also enter other clinical record information when you make the appointment (for example, a case owner and presenting problems). |
| Requires a reason to cancel | If set to YES, a staff member must give information about why it is necessary to cancel the appointment. |
| Display client's address | If set to YES, you can select an applicable client address when you make the appointment. Note: This setting does not show or hide the client address of the appointment shown in the calendar. |