Managing appointment types

For easy viewing and classification of the appointments on your schedule, you can create different appointment types, each with distinct titles, colors, and a variety of defaults.

To create a new appointment type:

1. Click on "Settings"
   
2. Click on "configuration" and select "new appointment type"
   
3. Complete the form that appears (remember to click "choose" after selecting your color)
   
4. Click "save"
   

Appointment types can be used for "blocks" of time, such as personal time, lunch, or staff meeting. For more information about scheduling appointments, see working with appointments.  

To edit an existing appointment type:

1. Click on "Settings"
   
2. Click on "configuration" and select "view appointment types"
   
3. Click on the gear icon next to the appointment type you wish to edit, and select "edit appointment type"
   
4. Make the desired changes
   
5. Click "save"
   

To delete an existing appointment type:

1. Click on "Settings"
   
2. Click on "configuration" and select "view appointment types"
   
3. Click on the gear icon next to the appointment type you wish to delete, and select "delete appointment type"
   
4. Confirm your intent to delete the appointment type
   

An appointment type that has been used to schedule an appointment cannot be deleted.

Other Defaults

There are several defaults that can be set for each appointment type, including setting a default medical note, bundle, confirmation and reminder messages, and even which documents should be selected when checking out the appointment.  These defaults can be set when adding or editing an appointment type as described below.  

For more information about creating custom messages, see changing default email messages.

For more information about creating custom medical notes, see working with medical note templates.

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