Appointments, Diary & Scheduling

How are Online Bookings calculated?

Time is a valuable resource for any business and the following settings are essential for controlling how appointments are offered to patients and scheduled within the clinic.

Using Custom Fields in Appointment Reminders (and other rules)

Since build 1104, it’s possible to include custom fields in appointment reminders and other patient contact rules. You’ve probably already used the standard merge codes such as <AppDate>, <AppTime> and <AppStaff> which are accessible from the INSERT… drop down menu on the screen where you enter the message text. Here are some other advanced codes […]

How to fix Appointment Alignment when Printing Diary

You may have noticed that when you try to print preview the diary for a long day (i.e. 08:00 to 20:00) that the print preview will automatically increase the time interval periods to sometimes 30 minutes. This can happen in particular if you use 15-minute intervals or less. This means that the appointments will begin […]

How to create an Appointment Booking Rule

Handling -DELETED- appointments after a Google Sync

When you synchronise appointments between ClinicOffice and Google, all the appointments in ClinicOffice get tagged with a unique ‘Google-ID’ and all the appointments in Google get tagged with a ‘ClinicOffice-ID’. This is what enables the two systems to link the appointments together. However, when you delete an appointment from Google Calendar, it is completely deleted… […]

Why do intervals change when printing the diary?

If you use smaller diary intervals (e.g. 5, 10 or 15 minutes) then you may notice that when you go to Print Preview the diary, the time intervals have been changed (typically to 20 or 30 minutes). This happens because the diary control tries to fit the printout on ONE page, so it automatically adjusts […]

How do I create a simple SMS Appointment Reminder?

To create an SMS appointment reminder follow the steps below :- 1) Open ClinicOffice 2) Open the Contact Centre – located under the patient drop-down button (Top Left)     3) Click New Rule 4) Select Appointment Reminder     5) Give the new rule a name and if you wish a description 6) For […]

How do I show or hide "cancelled" appointments?

ClinicOffice allows you to decide whether to show or hide cancelled appointments. Most of the time, it’s usually best to hide cancelled appointments because when you’re scanning through the diary to find a free slot, having cancelled appointments visible can confuse matters. At other times however, you may want to include cancelled appointments in the […]

How do I book holidays in the diary?

Let’s say for example that a member of staff is going on holiday for a week. Here are a couple of different methods of booking this into the diary. [METHOD 1] Blocking out the Holiday with a ‘Quick Appointment’ This is the recommended method of booking holidays or time off. This provides a very clear […]

Customising Appointment Captions in the Diary

We sometimes get asked if it’s possible to fully customise “auto-description” captions for appointments in the diary – to which the answer is: YES! Firstly, please follow these instructions :- Go to the diary and click the DIARY OPTIONS button (top right) Click the “Visual Settings” tab Notice there are 2 caption formats; one for […]