Appointment Types

Appointment Types can be used to differentiate patient appointments, to set events in the appointment book, or to configure an Appointment Schedule.

Setting an Appointment Type

There are two ways that the Appointment Type can be set.

Manually

If you prefer to set an appointment type on a case by case basis, or to vary from the scheduled appointment types, this can be done using the steps below.

1. Click on the appointment
2. Click on the Appointment Type dropdown menu
3. Select the appropriate type
   
4. Choose Save to finalise the change

Automatically

If you have a schedule set up in the Appointment Book, any appointments added on this schedule will automatically have this Appointment Type applied. 

 Default Appointment Types

Gentu has two default Appointment Types in all databases - Appointment and Procedure. These cannot be edited and will always appear at the top of the Appointment Types Legend. 

 Viewing Appointment Types

There are three ways you can determine the Appointment Type applied to each appointment. 

• The Appointment Type can be viewed on each appointment itself. 
• An appointment can be opened to view or change the Type. 
• The color of the appointment can be compared to the Legend on the left of the Appointment Book. 

 Adding Appointment Types

1. Navigate to Settings > Appointment Types
2. Click on the button in the top-right
3. Enter a name for this Appointment Type (e.g. Antenatal, Unavailable, Follow-up)
4. Enter the desired duration for this appointment type (e.g. 60 minutes)
5. Select a colour
   
6. Press Save.

The newly added Appointment Type will now be available in the Appointment Book.

Please note: 

• If no duration time is entered when saving a new Appointment Type, the default Appointment Interval that is set in Practice Hours (Settings > Practice Hours) will be used automatically.
• You may need to update your existing Appointment Types' durations if you change the global appointment interval in Settings > Practice Hours.

 Edit Appointment Types

1. Navigate to Settings > Appointment Types
2. Click on the name of the Appointment Type you wish to edit 
3. Make the desired changes 
4. Select Save.

 Delete Appointment Types

1. Navigate to Settings > Appointment Types
2. Hover over the name of the Appointment Type you wish to delete
3. Click the trash can icon on the right
4. Click Confirm.

Deleted appointment types will still appear in the appointment diary for already booked appointments, but cannot be assigned to appointments once deleted.

 Restore Appointment Types

1. Navigate to Settings > Appointment Types
2. Hover over the name of the Appointment Type you wish to restore
3. Click the restore icon.