Appointment booking groups
A practice manager uses an appointment booking group to put appointment types in a group. As a result, staff can use appointment booking groups to quickly and easily do reporting of many appointments at the same time.
You usually put appointment types that are almost the same in one appointment booking group. For example, your organization could have these three configured appointment types:
- Consult (15 minutes)
- Consult Extended (30 minutes)
- Consult New Client (15 minutes)
Then, to make reporting easier, a practice manager:
- Makes an appointment booking group with the name Consultations
- Adds the three appointment types to the Consultations group
Appointments reporting example gives an example of a reporting task that uses the Records dashboard tab. In the example:
- A staff member selected the Appointment record type
- They added an Appointment Group filter
- They set the Appointment Group filter to Consultations (a configured appointment booking group for consultations)
- They selected Show Records.
The Meta Appointments section of the Records dashboard tab shows all appointments that use the appointment types of the Consultations appointment booking group. Then if necessary, the staff member can easily do tasks for many or all of the appointments at the same time. For example:
- They can disable or enable the appointments
- They can change the appointment status
- They can do an export of the appointments to a file
Note: The name of the filter of the Records dashboard tab for appointment booking groups is Appointment Group.
User account permissions for appointment booking groups
A practice manager usually configures appointment booking groups. But ezyVet also has dedicated user account permissions for appointment booking groups that you can configure for other staff. This table gives each applicable permission and its function:
| Permission | Function |
|---|---|
A user account can:
| |
| A user account can disable and enable configured appointment booking group. | |
A user account can:
|