Creating and editing Public Holidays in Front Desk

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  • Updated 3 years ago
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This article will detail how to setup Public Holidays in Front Desk. 

Bysetting Public Holidays, the appointment book will display a visual reminderfor the entire day across all Practitioners and Practice Groups. This issimilar to using Rules, however itsimplifies the process and keeps them separate to general rules for easiermanagement.





Step 1 – Accessing the Holidays tab



Goto the File menu and select System Information.

Scrollacross to the right until you reach the AppointmentBook tab and then click on Holidays.





Step 2 – General Settings


Beforecreating a Public Holiday, first select the cell Colour and Text Colouryou would like all holidays to appear with. More colours are available by double-clicking any selected colour.




Nextselect Can make manual appointments inthis period if you would like to be able to make appointments over holidayperiods.




Pleasenote this will still prevent ‘automated’ appointments from being made on publicholidays, such as when using the AppointmentScheduler, Waiting List or Patient Booking Gateway.


Step 3 – Adding a new Public Holiday


Clickthe Add button.




Selectthe Date of the holiday from thedrop-down menu.




Nextenter a Description for the holidayand click OK.




Thiswill create the Holiday, which will be visible when viewing that day on theAppointment Book.  You can now repeatthis process any upcoming Public Holidays.





Editing an existing holiday


Manyusers will previously have entered all their public holidays for the year.Rather than creating a set of new holidays, you may wish to simply ‘roll-over’the existing entries to next year. Please note this means the public holiday will no longer appear on theoriginal date when looking at the past appointment book.

Highlightthe existing holiday in the list and click on the Edit button.




Youcan now adjust the Date or Description as necessary.




ClickOK to save the changes.
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Andrew, Community Manager

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Posted 3 years ago

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Jonathan Ellis Podiatry

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Hi Andrew with this feature is it possible to have a option to select Groups, Eg Mildura or Renmark.
As we are spread out over two states there are different public holiday's that are not always for both SA and VIC?  
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Andrew, Community Manager

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Hello

The Public Holidays can only be applied to the entire database, but you can instead create individual Rules for individual groups if you want to be more specific.  Please see our Rules Article if you would like a guide.

Another community member has also requested this feature as an Idea, so feel free to check out their post and express your interest there:
https://community.smartsoft.com.au/smartsoft/topics/public-holiday-in-relation-to-clinic