Here we will review how to manage the Appointment Reason drop down available on the Make An Appointment window. Here is a link to a video reviewing this feature: Manage Lookup Lists
This drop down can be located above the Reason text box on the Make An Appointment window:
This Appointment Reason List can be managed by navigating to Administration > System Management > Manage Lookup Lists:
Manage Lookup Lists will be located close to the bottom of the System Management options.
Here we're looking for the Reason Code section:
Reason Code:
In this area you're able to create new appointment reasons, delete others and move around the order of the reasons.
To add a new Reason Code, it would need to be manually typed into the text box available at the bottom of the list of appointment reasons, and click ADD on the far right:
Please be aware that there is no Save button, the save is done automatically after any changes are made in this area.
To Delete an appointment reason, the Red X needs to be used on the far right beside the appointment reason you wish to delete:
To move the order of the appointment reasons, the up and down arrows on the right would need to be utilized. Ideally you would place the most frequently used appointment reasons along the top of the list, this would reduce the amount of scrolling to locate your desired appointment reason.
The new appointment reason created would be available for booking when the administration panel is closed.
Practitioner Number Type:
This area allows you to manage the College ID options available when adding a new provider:
The same rules as adding a new appointment reason apply regarding the adding new, deleting and changing the order.
Consultation Request Appointment Instructions Lists:
This area allows you to create appointment instructions for Consultation Requests:
Please contact Support if you have any questions help@oscarprodesk.ca