Defaults and Follow Up Appts - appt type

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  • Updated 1 year ago
Is it possible to set separate default appt, default new patient and default group bookings based on the various appt type descriptions please rather than the Defaults and Following Appointments being a general across the board application to bookings?

The majority of our work here is physio so the defaults are
currently set for physio new, physio follow ups and group Pilates however, we have a number of other services that these defaults do not apply to

eg. appt type 2 in the pic below is for a new aquatic patient
  • we do a land assessmenet in our consulting rooms
  • subsequent appt should be a 1:1 hydro session in the pool (off site)
  • classes should be hydro general
another example is the 7th appt type down Continence and Women's Health Physio which  different follow up appts from general physio
  • the initial assessment is classed as Continence WH New
  • subsequent appts should be Continence WH F/Up
Incidentally, I would love to be able to change the appt code for the Continence Women's Health  appts from PTN (Physio New description) to CWN for reporting purposes however, if I change that one, all PTN coded appts change to CWN......




Photo of Rachel Bruce

Rachel Bruce

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Posted 1 year ago

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Photo of Steven

Steven, Business Care

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Hi Rachel

I'm not 100% sure what you are asking here. Using the Defaults & Following Appointments tab, you can set different Following Appointments for more than one Appointment Type. If this is not what you are asking, could you please re-frame your question?