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VISIT LIST VIEWS

A Visit List view has been added to the appointment book. Appointments can be viewed in either the standard Appointment Book View or a Visit List View. You can book, edit, attend or delete appointments in List View, just as you can in the standard appointment book display. The ability to book into participant rooms is also available in this View.

This has been designed primarily for Large Animal and Equine visits. Appointments in this view can remain on the list until the appointment has been completed.

To Set Up a Visit List View

  1. There is a new option on the Appointment View screen in Settings>Appointment Book>Views called Work List View. If you wish to display all of the rooms in a view in List View format, the view should have the option Work List View ticked.

  1. You can choose whether to show blocked-off slots (ie for operating times, etc) in List view. If you wish for them to be displayed, any relevant appointment blocking categories should have Show in Visit View ticked.

  2. When the view is selected in the appointment book, the visit list will be displayed as follows:-

In this example, Tim, Alice and David are room names with the relevant appointments listed underneath.

  1. Show Older Incomplete Appointments will be ticked by default. If this is left ticked, any outstanding appointments from previous days (ie not closed) will be shaded (in yellow). To remove them from the display, untick Show Older Incomplete Appointments.

To Add Appointments in List View

  1. To add an appointment to the visit list, click the plus sign alongside the room name.
  1. This opens the standard Appointment Details screen. Complete as required, including any participating rooms, and click Save.

To Edit Appointments in List View

Double-click an entry and select the relevant option from the menu.

Completing Appointments in List View

  1. To complete an appointment, you can double-click the line entry and select Mark Appointment Closed. When you close an appointment in this way, the status colour on the Visit List will be updated.

  1. As well as (or instead of) selecting Mark Appointment Closed, you can move the visit details onto a list of work that needs to be written up and/or invoiced. When you navigate from that list, the appointment will automatically be marked closed and the status colour updated.

  2. You can set up a Work Flow List (Settings>Work Flow Setup > Menu>Work Flow Setup), for example called LA or EQ > Outstanding Work List. Add whichever Columns you would like > displayed on the list and select the Animal screen as the > Destination and tick Receive Appointments in > Properties.

  3. If you wish, you could also select Delete Entry after > Navigation. This will automatically delete the entry when you > navigate to the animal screen, but if you then do not book the > work at that time, you will have to manually re-add the entry to > the list.

  4. If you have List View Configuration set up in Work Flow, > remember to add the new list to the relevant group, otherwise it > will not be displayed at all.

  5. To move an entry onto this list, double click the appointment > details, click Add to Waiting List and select the relevant > list. This updates the status colour of the appointment to green. > This will subsequently be marked as completed when they navigate > from the list to add the work.

Map View For Visit List Appointments

Providing you have the Postcode lookup facility enabled, you can view appointments added to a Visit List on a map to aid the planning and scheduling of these appointments.

Map references can be added to the Latitude and Longitude custom fields on the animal record. If these co-ordinates do not exist on the record, the system will first use the livery postcode to calculate the co-ordinates – if this exists. Otherwise, the client postcode will be used.

Combining A standard Appointment View with a Visit List View

You can create two views displaying the same rooms and toggle between the views – and any changes made to the same room in either view will update the corresponding view.

  1. To take advantage of this facility, you should create two views containing the same rooms. One view should be a standard view, with the option Work List View not ticked and the other a corresponding view, containing the same rooms, with the option Work List View ticked.

You can then view the same appointments in either format, ie you can toggle between the two views by selecting the relevant view from the Appointment View drop-down menu.

  1. As you book appointments in the Appointment Book View, they will be displayed automatically in the Visit List View. Similarly, if you add them to the Visit List View, they will be displayed in the Appointment Book View.

  2. You can add to, edit or delete an appointment from either view.