Default appointment type for a specific patient

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  • Updated 4 years ago
Hi Smartsoft and Community!

Sometimes we have a patient who we will always spend a little longer time with, so I've been getting in the habit of setting "Default Appointment Type" under the Appointment tab for these patients and setting a Long Appointment for them, so the receptionists don't forget.

However, I've been noticing it doesn't work if you do "Make Next Appointment", I guess it picks up the previous type (which was probably a normal appt stretched to the longer time).  It does work if I do New Appointment for that patient.

This is just a little glitch...


Photo of Meaghan - KingsWilliam Natural Health Care

Posted 4 years ago

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Photo of Timothy

Timothy, Business Care Manager

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Thank you for your post Meaghan. 

The Default Appointment Type override on the patient file is only applied when using the ‘Add Appointment’ function from the Appointment Book or Appointment Scheduler. This is separate to the Make Next Appointment function by design, which links subsequent appointments depending on the Appointment Type.

The Make Next Appointment function will take the Appointment Type within the selected appointment, and update it based the Default & Following Appointments configured in System Information (System Information > Appointments > App Types > Defaults & Following Appointments).

This allows you to have a default for ‘new’ appointments (Add Appointment), while also having pre-defined ‘following’ appointments should you need to link multiple Appointment Types together (Make Next Appointment). 

If no Defaults & Following Appointments have been set in System Information, the Make Next Appointment function will simply copy the Appointment Type from the selected appointment.

As for whether the Default Appointment Type within the patient file should overrule the Default & Following Appointments, we are happy to consider feedback from other users regarding this scenario.