SystmOne Appointment Setup & Configuration

Overview

This course will gives you step by step instructions on how to set up and configure your appointment rotas. 

The course will be run virtually, using Microsoft Teams
Duration: 2 hours plus Q & A

Agenda

  • Appointment Organisation Preferences
    • Days and Times
    • Flags
  • Management of Closed Days
  • Management of Staff Leave
  • Rota Template Set-up and management
    • Create Slot/ Rota Types
    • Create Consultation Rooms
    • Create/Amend/ Delete Rota Templates
    • Applying Rotas
    • View Existing Rota Sessions
    • Cancel and Delete Rota Sessions
    • Free Slot Search Configuration
  • Appointment Ledger Settings
    • Appointment User Settings
    • Creating Appointment Templates
    • Changing Dates/ Times/ Staff
    • Amending Existing Sessions
      • Appointment Ledger
      • Appointment menu > Rotas
  • Visit Settings
  • Creating a Waiting List