Help > Module 6: Appointment Scheduling > Items – Things to Bring

Items – Things to Bring

The Items-Things to Bring page allows users to manage the list of items to bring that are available to each local agency. The list will be shared across every clinic in the local agency.

Navigation Path:  Sys Admin | Appt Scheduler Base Tables | Items

Module 6: Figure: 5.1 ITEMS – Main Screen

 

Module 6: Figure: 5.2 ITEMS – Add/Edit

 

Fields: 

• Name - Name of item to be brought with the clients for the appointment.
• Description – Description of the item to be brought with the clients for the appointment.
• Proof Of Income Flag - Identifies that the specific item as proof of income.
• Proof Of Address Flag - Identifies that the specific item as proof of address.
• Proof Of Identity Flag - Identifies that the specific item as proof of identity.
• Display Order - Setting up the order in which the items will be shown in any drop-down list.

 

Buttons:

            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): None

 

Background Processes: Three proof flags that are set will be used in the Pending Appointment Services to auto suggest the items, if the client actually forgot proof of income, address and identity respectively.

 

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