Click on a time slot to move the focus from the View selection field and the Windows scroll bar will allow you to scroll through the time slots for the day.

Appointment View

Views determine which Rooms are displayed when a View is selected. Rooms can be displayed in more than one View.

It is possible to create custom Views and use one of these Views as the default View for your branch (see page 7). The default View for each branch can then be specified in the Settings menu>Devices>Map Screen Locations option.

Base Date

The base date is the date displayed if viewing one day in the book, or the start date if viewing multiple days. The base date can be changed using the navigation bar below or by using the calendar tool.

You can navigate between dates by using the Navigation Bar.

Today

Back 1 week Forward 1 week

Back 1 day Forward 1 day

Back 1 month Forward 1 month

Calendar

Click the down arrow to the right of the Base Date display.

The left arrow moves back a month.
The right arrow moves forward a month.
Click on the month name to display all months in the current year and click on a month to select.
Once the correct month is displayed, click on a day to select that date.

Time Window

The Time Window toolbar allows you to view multiple days at the same time – ie 1 day, 1 week, 1 month or 2 months.

The number of rooms displayed will depend upon how many rooms are linked to the view selected. You can create extra Views with only one of your Rooms included in the View to make this feature more useful, ie for your Ops Room.

This toolbar provides links to the following options, so that it is easier to toggle between options without first needing to navigate to the Assisi Desktop.

Assisi Desktop

Work Flow

.

Hospital/Kennel Booking

Client/Animal Search

Clipboard

Appointment Book Configuration

From the Assisi desktop, click the Settings tile and select Appointment
Books.

This will display the Appointment Book Configuration Desktop.

Rooms should be created and configured first.
Views should then be created and Rooms added to the views.

Rooms

Click the Rooms tile to configure the rooms (columns).

To Create a New Room

Click the New Room link.

Type in the name of the room in the Room Name field.
Enter the earliest time that the Room will ever open in the Earliest Time box (in 24 hr format, ie 09:00). This can later be varied for different day of the week and different dates of the year.
Enter the latest time that the Room will ever remain open in the Latest Time box.
There are other options available when creating a new Room, but for now click the Save tile. The additional options can be activated when and if required.
Close and reopen the application to activate the new Room/s.

To Edit a Room

In the same Appointment Book Room Setup Screen, click on the room name to be edited and edit the details.

Click the Save tile.

To Delete a Room

Make sure that all existing appointments have been transferred to an alternative Room.
In the Appointment Book Room Setup Screen, click on the room name to be deleted and click the Delete tile.

At the Really delete the room prompt? click Yes.
The Room will be deleted and removed from any existing Appointment Views.

Views

Click the Views tile to configure the views.

To Create a View

Click the Views tile.

Type the new view name in the Select/New View Name box and click the Save tile.
Click on the new view name in the Views box. This will then display all of the available rooms in the Selectable Rooms box.
To add rooms to the view, click on each room that you wish to include and click the down arrow to move them from the upper to the lower box. Once all of the relevant rooms have been added, you can choose the order in which you wish them to be displayed in the appointment book by clicking on a room name in the lower box and using the up and down arrows to the right to move them into the required order.
Select the default slot length in the View Default Slot Minutes box and click the Save tile.
Horizontal View – select this option if you wish the rooms to be displayed horizontally instead of vertically.
Work List View – select this option if you wish the rooms to be displayed in list format.
Select a Branch for the view from the drop-down list.
Close and reopen the application for all users currently logged on to activate the new View.

To Edit/Delete a View

Click the view to be edited or deleted and:

To edit the selected View, make the necessary changes to edit the View and click the Save tile.
To delete the selected View, click the Delete tile. At the Really delete the View? prompt, click Yes. (This will not delete any Rooms previously assigned to that View.)

Appointment Types

Appointment Types can be defined and specified when booking appointments. Colours can be assigned to these Types, and appointments with that Type selected will be displayed with the selected colour on the top the appointment slot so that you can see at a glance what type of appointment has been booked. This can be used, for example, to highlight appointments for clients bringing in their animals for vaccinations or euthanasia.

Click Appointment Types from the Appointment Books Setup Screen.

To Create a New Type:

Click the New Type link.

Type the name for the new Type in the Type box.
Select a colour for this Appointment Type in the Colour box.

4. Blocking

Appointment Types can also be used, not only for general appointments, but for blocking off periods of time that you do not wish to make available for general appointments, eg emergency slots, lunch breaks, etc, or for specifying which slots are available for specific appointments. Click this check-box for such Appointment Types.

5. Venom Codes

This field is not yet activated. It is optional and should be left blank for the time being.

Venom codes are an industry standard list of terms for recording the best available diagnosis for an animal visit. These codes cannot be edited, therefore. In a future version of the software, it is intended to allow a Venom Code to be allocated to an appointment type which will then be carried through to the consultation.

Publish Online

This specifies whether you wish these appointment types to be set up for online booking. Contact our Support Department for further details.

Follow-up Settings

The following settings are for automatic repeat appointments. You should set up a sequence of appointment types depending upon how many appointments are to be booked and how many days apart the appointments should be.

LA Follow-up Days

Specify the number of days between this appointment and the following appointment.

LA Follow-up Types

Specify the appointment type to be used to book the follow-up appointment.

LA Self Repeats

If you use one appointment type to remind for itself, make sure that you specify the maximum number of self-repeats, otherwise you will be booking appointments in a never-ending loop.

Click Save.

All users will need to close and re-open the application to activate and recognise the new appointment type on their workstations.

To Edit or Delete an Existing Appointment Type

Please note that if you delete an Appointment Type that has already been used for an existing, future appointment, that appointment slot will be coloured black until the appointment details have been edited and a different Appointment Type selected.

Click Appointment Types from the Appointment Books Setup Screen and click the Appointment Type tile.

Click the type to be edited or deleted.
Make the required changes and click the Save tile to edit a > type.
Click the Delete tile to delete the type.
Close and re-open the application for all users to activate the changes.

Appointment Status Colours

Once an appointment has been booked, the colour of the Appointment Description box changes according to the status of the appointment, as follows:

Colour of Appointment Details Appointment Status

Orange Appointment Booked

Green Attended (Add to Waiting List)

Violet Selected by Vet (Navigate from Vet Waiting List)

Custom Statuses with custom colours can be created, and manually applied, in addition to the standard statuses outlined above. If a custom status is applied, this overwrites the standard colours listed above.

To Create a Custom Status

From the Assisi Desktop, click Settings>Appointment Books>Appointment Status Codes
Click New Status.
Type a description for the Status into the Type box.
Select a colour for the status (this is the colour that will be applied to the appointment details when this status is selected) and click Save.

Special Days and Dates

Use the Special Days and Dates rules to modify the times that a Room is open where those times vary from the standard open and close times for the Room.

Special Days can be added whereby you can specify different start and end times for a Room for a particular day of the week. These times would then apply for that day and Room for every week.

Special Dates can be added whereby you can specify different start and end times for specific dates as opposed to days. The Special Dates, therefore, are the exception to the Special Days. This option can be used to specify a one-off change of hours for Special Day/, ie to record bank holidays and/or annual holidays.

To Add a Special Days Rule

Click Appointment Books from the Appointment Books Setup Screen and click the Special Days tile.

The existing opening and closing times for each day are displayed down the left hand side of the screen. Any day that displays Not Set will remain open for the standard hours for that room.

To add a rule to change the times for a particular day:

Click on that day.

Enter the opening and closing times for that day (24-hour clock in the following format: 09:00 or17:00) and click the Save tile.

This sets the start and end times to always be as specified for that particular day of the week. The Special Date rule can be set to overwrite these times, ie for Bank Holidays or Annual Holidays or other special occasions

.

Notes:

To close an entire day, set the start time and close time to be the same.
You cannot use the Special Days rule to extend the standard opening hours of a room. If you set the closing time to be later than the closing time of the room, then the Room rule will overwrite the Special Days rule. In these circumstances, extend the standard closing time of the room.

To Add a Special Date Rule

Click Appointment Books from the Appointment Books Setup Screen and click the Special Days tile.
From the same setup screen as for Special Days rules, display the relevant month for the dates that you wish to block off.

Double click on a specific date to which a custom rule is to be applied, enter the opening and closing times for that date and click the Save tile. This will display the opening and closing times on that specific date and overwrite any existing Special Days rule.

This can be included as part of a pattern and copied forward so that you don't need to enter multiple dates, say for annual holidays (see below).

Copying Block Patterns

You can block off set times during the day when you don't wish standard appointments to be booked, ie non-consulting hours, emergency slots, etc. Those Appointment Types that have the Blocking box ticked will be available for use in these circumstances.

To book a normal appointment, you would need to define the client/animal/appointment length and appointment type before saving the appointment. However, for those Appointment Types where the Blocking box has been ticked, you can select just an Appointment Type in the Category field and define an appointment length.

You could, for example, create an Appointment Type named Closed or Not Available with the Blocking box ticked and use this to block off the non-bookable slots. You could also create an Appointment Type called Emergency to define emergency slots.

Alternatively, you can block off slots that are available for appointments. You could have an Appointment Type per vet with each vet having a different colour. When booking appointments into these slots, you could either:-

double book, in which case the blocking off slot and the appointment slot would be displayed side by side; or
you could edit the slot, change the Appointment Type to a non-booking one, in which case the appointment booking would replace the blocking off slot.

You can set up a pattern of days in a room and copy this forward for a specified number of times.

The pattern should be set up in the live appointment book – either as a 1 or 7 (or multiples of 7) day/s pattern. Multiple day patterns should begin on a Monday. This can be copied to a specified date (ie the following Monday) and repeated a specified number of times, either to the same, or to a different, appointment room.

To Set Up a Pattern

Click Appointment Book from the main Assisi desktop.

Display the first day for your pattern in the relevant room. To make it easier to set up a multiple day pattern, you can create a temporary View that contains only that room (see page 7) and then display the whole week for the room by clicking 1 Week in the time window.

To close allocate slots for that day, double click on the first slot. This will open the appointment confirmation screen.
Click the Blocking box to display the blocking Appointment Types and select the Type that you are using to block off the slots, eg Closed/Not Available or Emergency. Define the length of the zone and click the Save tile.
Repeat this for each day in the pattern.

To Copy Forward the Pattern

Click Copy Patterns from the Appointment Books Setup Screen. This is divided into two sections – the Source window and the Destination window. The Source window will define the pattern to be copied and the Destination window will define to where it is to be copied.

In the Source Window

Select the Room name.

Select the start date of the pattern.
Select the length of the pattern (in days).

Block Patterns to Copy

Select the type of block pattern/s to be repeated - in the above examples Closed and/or Emergency.
Click Copy All Day Events (see page 14 for more details on All Day Events) if you have added all day events to the pattern and you wish them to be copied forward.

Copy Special Day/Date Rules

If you have a Special Date rule set up that you wish to copied as part of your pattern, tick this box. Otherwise, leave it unticked.

In the Destination Window

Select the Room name.
Select the first date in the appointment book to where the pattern should be copied, ie if your pattern is a 7-day pattern, and you wish to repeat it every week, then the destination date would be 7 days after the pattern start date.
Enter the number of times that you wish the pattern to be repeated.
Click the Continue tile to start copying the pattern and click OK when complete.

Removing Previously Copied Block Booking Slots

You can also use the above facility to clear down a pattern previously copied using Blocking Appointment Types.

Set up the Source and Destination windows to reflect the dates in the diary that you wish to clear. Please note that all appointment blocking types will be cleared for the dates selected.

Click the Eraser tile.

Multiple Room Appointments

It is possible to book the same appointment in more than one room in the same view, the additional room/s being called Participant/s. A participant, for example, can be another vet, another room or a piece of equipment set up as a room (see page 14 for more details on multi-room appointments).

Each Room in the View should have the options Be a Participant and/or Use Participants ticked accordingly.

Be a Participant – will allow the room to be selected to > participate in an appointment being booked in another room.
Use participants – will allow participants to be selected when > an appointment is being booked in that room.

Appointment Booking

To Book an Appointment

Double click an available slot. The room and date/time will default according to the room and slot selected.

Select an appointment type from the Category box.
Click the magnifying glass to the right of the Client field to search for and select a client.
If you have navigated to the appointment book from the client > screen, the client will already be identified.
You can click the clipboard to display recently seen clients and > select the client from there, if appropriate.
Click the magnifying glass to the right of the Animal field to select an animal.
If you have navigated to the appointment book from the animal > screen, the client and animal will already be identified.
Type the length of the appointment into the Duration field.
Any further details about the appointment that you wish to record can be typed into the Details box.
Click the Save tile to confirm the appointment.
If > a client has a future appointment, the appointment details will be > displayed at the bottom of the client screen.
If a client has more than one future appointment, the display will > indicate that there is more than one appointment present. If you > hover your cursor over the prompt, the additional appointment > details will be displayed.

To Edit an Appointment

Double click the appointment and select Edit Appointment.

Make the required changes and click the Save tile.

To Cancel/Rebook an Appointment

Double click the appointment and click Delete Appointment. When you confirm that you wish to cancel the appointment, you will then be prompted to specify whether you wish to remember the details to rebook the appointment. If you answer Yes, the details will be stored and offered for the next appointment slot that you select. If you select a slot and click Back without saving the appointment, the details will be lost.

To Move an Appointment

Appointments can be dragged from one slot and dropped onto another slot. You can create a view for each room, select that room and view multiple days at a time to facilitate moving appointments.

All Day Events

It is possible to put a heading at the top of a room display – for example if you don’t have a room configured for each vet, then you could put the name of the vet/s who is/are working on that day.

To do so, double click any slot on that day in the relevant room and click the All Day Event checkbox on the top right hand side of the appointment confirmation screen. Type the message in the Description box and click the Save tile.

To Attend an Appointment

Double click the appointment slot and select Add to Waiting List.

Select the required waiting list.
The appointment will change colour to show that it has been attended.
It will change colour again when the surgery call through the patient by selecting the Navigate option from the list.

Any appointments not attended by the close of day will be deemed to be Failed to Attend.

Other Appointment Options

Double Book Appointment – allows you to book two appointments in the same slot.
Add to Waiting List – you will be prompted to select the relevant list if there is more than one list configured to receive appointments. If there is only one list, the entry will default to this list.
Go to Client – navigates to the client screen
Go to Animal – navigates to the animal screen.
Mark Appointment Closed – this is the equivalent of Navigating from the Waiting for Vet list.

To Book a Multi-Room Appointment

Double click the selected slot and enter the appointment details as usual. If the room is set to Use Participants, click Participants and all relevant participant rooms will be displayed for selection.

Tick the relevant participating room/s and

click Back.
When the appointment is saved, it will be displayed in the original room and all participating rooms selected.
Appointments in any participating rooms will display a small flag alongside the appointment details.
The appointment can subsequently be edited, marked attended or > cancelled only from the original room. The participant rooms will > then be automatically updated accordingly.
You can drag and drop the original > appointment and the participating rooms will be moved with this > appointment.
If an appointment is deleted and rebooked into another slot, > however, then the participating room/s has/have to be reselected.

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

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.

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.
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.

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

To add an appointment to the visit list, click the plus sign alongside the room name.

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

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.

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.
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.
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.
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.
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.

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.

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.

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

WORK FLOW - LISTS

To do/reminder lists can be set up to monitor outstanding tasks for clients and/or users.

Once an entry is on a list, one of the list menu options is Navigate so that you can quickly navigate from the list entry to the client/animal details screen or the client’s financial screen. The navigate option can be set up to delete the entry as you navigate.

Standard Lists

A Waiting for Vet list, a Waiting to Pay list and an Ops list will already be set up when the system is supplied. These can be customised if you wish and you can also create additional, customised lists, such as ops, requests for visits, repeat prescriptions, etc.

Examples of pre-defined lists are:-

Waiting for Vet The Navigate option takes you to the Animal Tab.

Waiting to Pay The Navigate option takes you to the Client Financial Tab.

Ops The Navigate option takes you to the Animal Tab.

Management lists can be grouped into branches and/or categories and the group names (eg Reception) displayed on the Work Lists screen.

To access list options:

Select Work Flow from the Assisi Desktop.

If you have Groups set up, these will be displayed down the left-hand side of the screen. Click on the relevant group and click on the list that you wish to display.
Double-click an entry to display the Work Flow menu – see page Error! Bookmark not defined. for more details of the Work Flow menu.

Customised Lists

In addition to the standard lists, customised lists can be created.

Navigation and movement between lists can be set up in the same way as the standard lists. Individual entries can be configured to be deleted once navigation has taken place.
Professional fees can be set up to automatically enter clients/animals onto any list.
Lists can be set up so that warning messages can be displayed at various parts of the system.
The lists can also be used as message boards for individual staff members, perhaps between part time reception staff.
The results of ad-hoc reports can be exported to a list can be set up to send bulk emails/texts.

Creating a New List

Click Setting on the Assisi Desktop and click Work Flow>Work Flow Setup.

Display Options

In the List Name box, select New List.
You are able to filter lists by branch, so if you are a multiple branch practice and you need a separate list for the same purpose for each branch, include the branch code in the list name. Type a name for the list and click Save.
The Columns box on the left-hand side of the screen contains all of the standard tokens that can be added to lists so that you can select what client/animal information will be displayed on your list. Click on a token and click the right arrow so that the token is displayed in the box to the right of the tokens list.
By default, the columns on the list will be displayed in the order that the tokens appear in this box. You can change the display order, however, by clicking on a token and clicking the Up or Down arrow accordingly.

Note: There is a list token called Ticked. If this token is added to a list, then this will add a check box to the list. This allows you to select multiple entries on the list and delete all selected entries, or send bulk text messages or emails.

List Behaviour Options

Control

This section is used to set up warning lists. Warnings will appear in various parts of the system, depending upon which of these boxes are ticked.

Appointment Booking	When an appointment for this client is booked.
Attending	When an appointment for this client is attended.
Work Flow Entry	When an entry for this client is added to a work flow list.
Client Details	When the client details are displayed.
On Consultation	When you add a consultation for any animal for this client.

The warnings will behave differently, depending upon which of these boxes are ticked.

Information Only	The message is displayed for information only and the user will be able to continue with whichever option has been selected. Don’t tick this box if you wish to prevent certain users from reading the message and then continuing.
Show Message Text	By default, if this option is not ticked, the message displayed will be *This client is on the work list “listname”.* If you tick this box, however, you can add and display a custom message for each entry on the list.
Allow Override	If the Information Only box is not ticked, and Allow Override is ticked, then unless the user has permission to override the warning, the user will not be able to continue with whichever option has been selection.

If Information Only is ticked, whether Allow Override is not ticked or not, the message only will be displayed and all users will be allowed to continue.
If neither Information Only nor Allow Override is ticked, the message will be displayed and no user will be allowed to continue.
If Information Only is not ticked and Allow Override is ticked, the message will be displayed and only those users with permission to Override Control Messages will be able to unlock the record, which then remains unlocked for 10 minutes.

Navigation

The following options can be set following selection of the Navigate option.

Destination:

Select the required destination when Navigate is selected from the drop down box containing the following options.

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Client
Animal
Financial

Delete entry after navigation: Select this option if you wish the entry on the list to be deleted once Navigate has been selected.

Copy to or Move entry to: Click one of these selection boxes if you wish to move or copy the entry from one list to another once Navigate has been selected. Select the list to be copied to or moved to from the drop-down box.

Properties

Receive Appointments: Identifies this list as one that will be offered when attending appointments.

Sort Descending: Reverses the sort order of the list. Usually the oldest entries are displayed first – with this option ticked, the newest entries will be displayed first.

VetEnvoy Insurance List/VetEnvoy Lab List: Identifies the lists as those used to transmit insurance claims and external lab work requisitions to VetEnvoy.

Force Batch Default (Hospital): This option overwrites the default save options for the client to be Leave Work in the Batch when adding work for an animal on the list. Once the animal is removed from the list, the save option reverts back to its default setting. This option is for practices who wish to batch work whilst animals are hospitalised.

Copy Text to History on Delete: If selected, you will be prompted to save any text typed into the Detail field on the list to the animal’s history as clinical text when the entry is deleted from the list. (Note: Details will not be saved if the entry is deleted using the bulk delete option – see page 26 for details re bulk deletes.)

Vet Connect Plus List: If Vet Connect Plus has been activated by a member of our Support Team, then a list will be created for outstanding results. This box will be ticked to indicate that the list is to be used for this purpose.

Suppress Statements/Aged Debt Reports: You can add clients to a list to prevent them being included in a statement run or on an aged debt report. If such a list exists with this option ticked, then you will be offered the option to exclude clients on the list when running statements or printing an aged debt report.

My Pet Health List: The My Pet Health App is available for your clients to download from their relevant app stores. It integrates with Assisi and offers your clients a user-friendly Dashboard displaying all of their animals, including a Wellbeing score which is dependent on pre-determined factors about their health.

If you choose to offer the App, there are certain lists that will be configured specifically for the App by a member of our Support Team and this box will be ticked for relevant lists. For more information about the App, please contact a member of our Sales Team.

Branch

For multi-branch practices, if you select a branch in this drop-down box, then this list will be assigned to that branch and will only be displayed when filtered by that branch. If you leave the branch box blank, then the list will be visible for all branches.

When all of the options have been configured, click Save.

Deleting Lists

Display the relevant list and click the Delete button.

List Group Configuration

You can configure your lists into Groups to make them more manageable. Some practices have a group for each type of list or for a particular group of users. If you wish to do this:-

Click Settings on the Assisi Desktop and then click Work Flow>List Group Configuration to display the Maintain Work List Groups screen.

Existing groups are displayed in the Groups box.

To edit a group configuration, click on a group and this will put the group name in the Selected/New Group Name box and display the list settings for that group. Make the required changes and click Save.
To add a new group, type the new group name into the Selected/New Group Name box and click Save. The new name will then be displayed in the Groups box.
Click on the new group name and configure the settings on the right-hand side of the screen.
All available lists will be displayed in the Selectable Lists box. Click on each list that you wish to add to the group and click the down arrow to move them to the box below.
In the drop-down Branch box, select All if you wish the list to be displayed for all branches or a valid branch code if it is for a specific branch.
Click Save.
Close and re-open the application for the new configuration to become effective.

To Display a List

Click on Work Flow from the main desktop (or from a Work Flow link displayed elsewhere in the system).
Check that the correct branch code is displayed in the Branch box at the top of the screen as some lists will be branch specific.
If you have grouped your lists, click on the plus symbol to the left of the Group name to display all of the Lists in that Group.

Click on the required list.

Entries on your lists will be set to automatically refresh regularly but you can force a refresh by clicking Refresh.

You can manually add to a list by clicking Add on the right-hand toolbar.

List entries can be exported to a spreadsheet by clicking Calc.

You can bulk send SMS messages from a list by selecting the entries and clicking Bulk SMS.

You can bulk send email messages from a list by selecting the entries and clicking

Adding Entries to Lists

You can add entries to lists:

manually when the list is displayed;
from the appointment book;
from the work entry finalisation screen;
automatically when a specific fee is charged; and
by importing entries from an ad-hoc report.

Adding to Lists Manually

Display the list and click the Plus sign on the right-hand toolbar.

Search for the client and animal and type in the list details and click Save.

Adding to Lists From the Appointment Book

Double click the appointment details and click Add to Waiting List.

All lists that have the Receive Appointment box ticked on the list configuration screen will be displayed for selection. Click on the relevant list.
For all lists that have been set up to receive appointments, the appointment details will then change colour to show that this appointment has been attended. (It will change colour again when the vet navigates to that client/animal from the Waiting for Vet or Ops list.
The Waiting for Vet list is set up to delete from the list upon > selection of the Navigate option from the list.
The Ops list is not normally set up to delete as you may wish to > navigate many times to the same record to update the animal’s > details as procedures are .

Adding List Entries from the Finalisation Screen

All lists for the relevant branch are displayed on the Work Entry Finalisation screen.

To add the client/animal to a list, tick the relevant list before saving.

Automatic List Entries from Professional Fees

Click Settings on the Assisi Desktop and click Professional Fees and Professional Fees again.

Search for and display the fee.
In the Add to Workflow box, select the list.
Click Save.

To Import Entries from an Ad-hoc Report

The Ad-hoc report must have a field in the SELECT clause called either AnimalRef or CustomerRef before the option to export to a list will become available. This may mean that your select clause will need to be edited to rename the fields, eg:

SELECT Consultation, Animal AnimalRef, Owner CustomerRef, Date

Run the report (Assisi Desktop>Reporting>Ad-hoc Reporting).
Click the Save to List option on the ad-hoc toolbar.
Click the Clear Existing Entries box if required.
Click Save.
You will be prompted with how many entries have been added to the list.

Managing Existing List Entries

Double-click an entry on a list to display the following menu.

Select these options to:

Navigate

Navigate to the destination specified in the list configuration. Any options specified upon navigation, ie destination, delete, copy/move to, will be actioned.

Move Item

Move the list entry from one list to another. Click the list to which you want to transfer when prompted.

Copy Item

Copy the list entry from one list to another. Click the list to which you want to copy when prompted.

Edit Item

Allows you to edit the list entry details.

Go to Customer

Go to the customer screen without activating the Navigate options.

Go to Animal

Go to the animal screen without activating the Navigate options.

Delete Item

Manually delete the list entry.

Bulk Deletes

Identify which entries to delete by ticking the relevant entries.
You > can manually click on the Ticked box to select an individual > list entry; or
You can click the Select All tile to select all list entries.
Click the bulk Delete tile.

Exporting List Data to a Spreadsheet

You can export the data from a list directly into a spreadsheet.

Display the list and click Spreadsheet on the toolbar.

The spreadsheet, already containing the data, will automatically open.

Sending Bulk SMS Messages

Make sure that SMS messaging has been configured on your system before attempting to send bulk text messages.

Create your list making sure that you add the Ticked token to the list, which will generate a selection box for each list entry.

Add your entries to the list.
Select all of the entries by clicking Select All.
Click Bulk SMS on the toolbar.
Select a template and click Send.

Sending Bulk Emails

Make sure that your email address has been configured to send emails from within Assisi before attempting to send bulk emails.

Create your list making sure that you add the Ticked token to the list, which will generate a selection box for each list entry.

Add your entries to the list (see page Error! Bookmark not defined.).
Select all of the entries by clicking Select All.
Click Email on the toolbar.
Select a template and click Send.