| If you are taking assessments, you will need to be sure that patients can only book in time for you when you want to be available. This is about how you 'advertise' that time for patients researching the front-end. You want to block out times that you do not want to see patients, & you want to profile your available times. This is done in the 'Therapists' Section of the appointment manager. Select 'therapists' and click on your name when the screen presents.  From the menu that then presents on the left-hand side of the page - select 'Schedule'. You do not have to worry about the actual times that you work, or the actual times that you are seeing patients, because you can book-in outside of the shift times that are 'authorised' in this 'schedule' section. You are therefore just wanting to alter the schedule up so that the front-end can be instructed the shift times that it can interrogate for availability. First:
Tick 'off' all the days that you are not working, or that you are 'full' and not wanting any referrals in. Second:
Select the start and close times for receiving new patients. If you are only wanting to advertise one hour in any one day, that is no problem. For instance, to advertise that you are available at six o'clock on a Tuesday just requires that Tuesday is left as a 'working day' that starts at 6.00pm and stops at 7.00pm. When that session is booked in with a regular patient, you can care to adjust up the 'schedule' section, but if you leave it as it stands, the actual session appointment made with that regular patient would serve to 'book-out' that availability from the front-end, anyway. | | More care is needed if you have multiple times available on any one day. Take this example: Freud works on Sunday and wants to start work at 10.00am and to finish at 4.00pm. Freud has an existing patient at 10.00am, then a one hour lunch at 12.00noon. Freud then has further ongoing patients at 1.00pm 3.00pm.
Freud wants new-casework, and to advertise his availability at 11.0pm and 2pm. First, Freud sets Sunday up as starting at 10.00am and finishing at 4.00pm.
Next, Freud knows that his existing three patients 'block-out' or dis-able his availability at the front-end.
So, Freud can know that the front-end will show his availability for three hours starting at 12.00noon, 1.00pm & 2.00pm. The problem is his lunch hour.
Freud must enter up his lunch-hour separately.
Freud needs to leave this section, and go into the 'Appointments Grid'. His lunch-beak must be entered by going to 12.00 on a Sunday, then click on the R box on the appointment grid, and working through the options of creating a recurring reserved time.
Because Freud is only 'subtracting' his work time from the available time, and not 'adding' his name and time to the geography of any Room, this luncnbreak is his own business, and does not appear as a 'chargeable event'. Be aware of this problem
If Freud's 10.00am patient is rescheduled one week from 10.am to 9.00am, and is a known cancellation for the week after that, Freud can alter up all of that, but Freud must remember that this will also open-up his availability for 10.00am for both occasions. A hard-working Freud will think that he can, anyway, do any assessments that might book-in, and pass the assessment through to the waiting room for another therapist.
An optimistic Freud will hope that no one books in, and if they do will 'duck an assessment' (see that section).
A careful Freud will make sure that he 'reserves' those hours in the Appointment Grid - and so blocks out assessment availability. |
