Help > Module 6: Appointment Scheduling > Clinic Default Settings

Clinic Default Settings

The Clinic Default Settings page provides the features to maintain basic scheduler settings for every clinic in the logged in agency. The scheduler settings include Default Hours of operation of a clinic and Closed days.

Navigation Path:  Scheduling | Clinic Default Settings

Module 6: Figure: 6.1 Clinic  Default Settings – Main Screen

 

Module 6: Figure: 6.2 Clinic Defaulkt Settings – Add/Edit Defaul Hours

 

 

 

Module 6: Figure: 6.3 Clninic Default Settings – Add/Edit Closed Days

 

Fields: 

Default Hours Grid:

• Clinics – To select the clinic for which the default settings are being set or updated.
• Open – Identifies the time at which the clinic is open.
• Close – Identifies the time at which the clinic is closed.
• Monday – Identifies the open and close timings applies to every Monday.
• Tuesday – Identifies the open and close timings applies to every Tuesday.
• Wednesday – Identifies the open and close timings applies to every Wednesday.
• Thursday – Identifies the open and close timings applies to every Thursday.
• Friday – Identifies the open and close timings applies to every Friday.
• Saturday – Identifies the open and close timings applies to every Saturday.
• Sunday – Identifies the open and close timings applies to every Sunday.

 

Closed Days Grid:

• Date – To set the date in which the clinic is closed.
• Holiday – Identifies that the closed day is a holiday.
• Closed Reason – To set the reason the clinic is closed.

 

Buttons: 

Go – To get the detailed settings for the selected clinic.

Add – To add new item.

            Save – To commit the changes made though add or edit items.

            OK – Add or Edit Item updates the changes to the main page.

            Cancel – To cancel changes made though add or edit items

 

Calculation(s):

            The following Validations are implemented

•       Time validation like Clinic Open Time cannot be later than the Clinic Closed Time.

•       At least one day has to be selected to be able to add or edit default hours row.

•       Duplicate data for a day is not allowed for both default hours and closed days.

                       

Background Processes: None

 

Module 6: Figure: 6.4 Clinic Default Settings - Conflicts

 

Fields: 

• Conflict Type – The Type of data conflict stopping the user from saving the change.
• Conflict Details – Displays detailed information of the data conflict.
• Reason – Displayed the associated reason with the data conflict.

 

Buttons: 

• OK – Closes the Conflict window.

 

Calculation(s): None

 

Background Processes:

 

System checks appointment scheduler data for conflicts to maintain scheduler data integrity when adding/modifying default hours and closed days for a selected clinic on this screen.

 

Default Hours Conflicts: While saving clinic default settings, system finds all columns timeslots which fall outside clinic default hours. If these timeslots are also not covered by clinic’s hours of operation time then system shows these timeslots as conflicts, details include date and time of the timeslot.

 

System checks if there are any timeslots defined based on clinic’s default hours; if yes, displays conflicts message with date and time details if new changes to default hours makes the defined timeslots fall outside the default hours range. For example, timeslots are defined for a clinic from 01/01/2015 to 06/01/2015, 8AM – 5PM, Mon to Fri and user modified clinic default hours so that there are no defined hours for Monday (Monday checkbox is unchecked), in this case, on default hours save, system displays conflicts for Monday dates between 01/01/2015 to 06/01/2015.

 

Closed Days Conflicts: For newly defined closed days, system checks the following data for potential conflicts.

1. Timeslots: If there are any time slots defined for newly defined holiday which are available, system will show these timeslots as conflicts. To resolve these conflicts, user can go to Calendar Setup and use block options to block columns availability. After blocking columns availability, user should be able to add a new clinic closed day.

 

Module 6: Figure: 6.5 Clinic Default Settings - Conflicts

 

2. Appointments: If there are any appointments scheduled for newly defined closed days, system will show these appointments as conflicts. Conflicts message will include various appointment details like Client ID, scheduled date and time, column name, and service name. User has the option to cancel or reschedule appointments to a different day by going to clinic’s appointment sheet then define clinic new closed days.

 

3. Group Nutrition Discussions: All active Group Nutrition Discussions will be shown, if there are any, for newly defined clinic closed day(s). Conflict details include, group name, group scheduled date and time, number of attendees, and max limit. User can cancel group by going to clinic’s appointment scheduler and cancelling the groups shown in the conflicts report then create closed days for a clinic.

 

Module 6: Figure: 6.6 Clinic Default Settings - Conflicts

 

 

HANDS