Adding a practitioner column to the appointment book

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  • Updated 8 months ago
This article demonstrates how to add a practitioner to the Appointment Book in Front Desk.

Prior to commencing, please make sure that you have created the practitioner file you wish to add to the appointment book.



A new practitioner can be created by selecting New from the Practitioners window as below.



Only the practitioner name is required to add an appointment book column, however you may wish to return to the practitioner file later to enter additional information.

 


To make changes to the appointment book configuration, the appointment book first needs to be closed by clicking the cross in the top right corner of the window. This can be found just below the cross which closes Front Desk itself.



With the appointment book closed, open the Appointment Book tab from System Information, then click on the Columns tab below. To add a practitioner column, click Add.




Select the Practitioner you would like to add to the appointment book and click OK.

Clicking Adv. will allow you to configure Advanced Settings for the column, including whether other practitioners can create appointments within the column, and which default item codes the column will use. This is particularly useful if you wish to have a general ‘Room’ column, which multiple practitioners might book into throughout the day.

Multiple columns can be added for the same practitioner by repeating the steps above.




The appointment book columns can be re-ordered by selecting the practitioner column, then clicking the up and down arrows to change the position.



Once complete, close System Information and reopen your Appointment Book. Your new practitioner columns should now be available.


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Nathan, Application Support

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Posted 4 years ago

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Joanna

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Hi Nathan,

I am hoping you can answer a relevant question?

I am wanting to delete a practitioner from the Appointment Book so they no longer display. I understand that I can do this by simply deleting their 'column', but I want to know if this will also delete all the information contained in their diary? I'd like to be able to a) add them back into the Appointment Book in the future and retain all past appointments etc, and also b) include their information in reporting etc as required. Is this possible?

Thanks,
Joanna
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Nathan, Application Support

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Hi Joanna

 

I can confirm it won't permanently delete any information from the appointment book by removing a practitioner column. It will simply hide the column until you decide to re-add it, retaining all the past appointments.

 

If you only remove the column, and the practitioner has not been archived or deleted you can continue to run most reports for that practitioner as per normal.  The practitioner only won’t appear on reports that are created by reading the appointment book itself, such as the ‘Appointments Report’, ‘Day List’ and the printable ‘Appointment Book’ found under Reports and Utilities.

 

I hope this helps.
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Joanna

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It does, thank you!
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Sarah

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Hi there, 

Just wondering if there is a way to condense all the columns to fit to the page. We've just added another practitioners but now there are too many and you have to scroll across - I'm concerned this will cause confusion or incorrect bookings due to the movable columns. 

Any advice?

Thanks heaps, Sarah
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Timothy, Business Care Manager

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Hi Sarah. While there is no current a function to fit all columns to the page, the columns on your appointment book can be resized. This is done by placing your mouse over the divider between columns and dragging the column to your desired width. 



To save your changes once you've adjusted the column widths:

1. Click the close icon in the top right of the Appointment Book (don't close Front Desk entirely) 



2. Reopen the Appointment Book by clicking the icon in the top left of Front Desk.



Your changes should now be saved. We hope this helps!