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How to set my default appointment display


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Created 2007-04-30
Modified 2007-04-30
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There are 3 different ways that you can view your appointment information. They are... 

"Clinic" - A "Clinic-wide" view of appointment activity. This display will show day by day appointment information for all therpists in the clinic. Each therapist has a dedicated column on the display where their appointments are displayed. For clairity, each therapist column is color-coded.  In addition, this display gives you direct access to view appointment notes. - This display is ideal for viewing more then one therapists' appointment activity on the same screen.

"Month" - A monthly view of a therapist's appointment activity. This at-a-glance display lets you see the monthly appointment activity on a per therapist basis. For multiple therapist clinics, a drop-down menu is provided to move from therapist calendar to therapist calendar. - This display is ideal for viewing how your month's appointment activity is progressing.

"Client" - This display allows you to view the appointment activity (historical and future) on a client by client basis.

The default appointment view can be defined on a therapist by therpist basis.

To define your default view...

1. Navigate to "Website Control" >>> "User Settings"


2. Click the "Edit" () icon on the user account you wish to change.
3. On the resulting page Click the "Setup" tab.


4. Select the appointment view (Clinic, Month or Client) you wish the system to use as a default for your account. In the case of choosing the "Cinic" view you should also select the therapists that should appear on the view by default.
Note: Only those users with "Administrative" privileges will be allowed to view other therapist's calendars.
5. Click the "Save" button.

The new default appointment settings are now active.

 




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