Description: This page shows you how to view Appointment list and Navigate to Appointments.
Step | Screenshot | Description |
1 | Login into portal and click on the “Appointment” tile from the Home Dashboard page or click on the Appointment button on the side menu to view Manage Appointment listing Page | |
2 | The Manage Appointment page displays Appointment listing for the last 1 week by default. | |
3 | Find Event – Type in any of the column data partly or full to display a series or that particular event based on the search criteria entered. Can type in event name / Service User name/ Practitioner name/ start date | |
4 | From the drop down menu “ALL/ Appointment/ OTHER” event type can be selected. But by default “All” events all listed under Mange Appointment page | |
5 | From the drop down menu “ALL/ Active/ Inactive” event Calendar can be selected. But by default “Active” Calendar events are listed | |
6 | From the drop down menu events for the within 7 days/ Next 14 days/ Next 28 days/ ALL” can be selected. But by default events “within 7 Days” are listed under Mange Appointment page | |
7 | Calendar Import – Click on the up arrow “ Calendar Import” button to upload Calendar file. Upload Calendar Page is displayed with option to upload and Import file. Sample file and Instructions for file upload are listed on this page for reference | |
8 | Calendar Export – Click on the download arrow or Export button to download all calendar details. Excel calendar file is downloaded with all event details in excel format. | |
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