Appointment Views

In each view, you can also choose to view the appointments for all the providers in a practice, or just the one provider by using the tabs across the top of the Appointments screen.

You can switch to different tabs by clicking on the appropriate tab, or using the keyboard shortcut, Alt-Left or Right Arrow key.

Notes:

Provides a free text area for information about the appointment, e.g. confirmed. Information can be added by default via options in Appointment Preferences

Phone:

The phone number inserted depends on what phone numbers have been entered in the patient's demographic window. In order of preference, Genie inserts the Work, Home or Mobile number depending on what has been entered.

Type:

Displays the Appointment Type, e.g. New Patient

Account Type: Displays the patient's account type, as selected in the patient's demographic window.

Invoice:

Displays what item is to be charged, or what fee has been charged.

Arr:	Timed the patient was put into the waiting room.

Wait:

Displays how long the patient has been waiting (see Appointment Preferences).

Room:

Displays which hospital they are booked into for Theatre, or which room they are currently in at the surgery, as specified in Appts > Edit Rooms.

By:	Displays which user originally created the appointment.

When you are in a view showing just the Appointment Names you can quickly view the Appointment Notes by clicking the Toggle

button. Clicking it again will restore the Appointment Names. The shortcut for this button is Ctrl-Y.

The Appointment Book Icons allow you to perform a number of functions directly from the Appointment Book. The icons are displayed at the far left hand side of the Genie Window by default. The icons can be moved to the top of the Appointment Book by clicking on today's date.

The slider at the bottom of the bank of buttons on the left of the screen is used to adjust various column sizes, depending on which view you are in.

Providers View - Individual: The slider bar is not present because each column can be adjusted individually by using the Modify Appointment Columns option obtained by right clicking anywhere on the appointment page.

You can then type the width you require by slow double clicking in the width cell for that column. The measurement is in pixels so just increase/decrease until you get the width you require on screen.

Column order can be changed by selecting Appts > Appt Preferences... and clicking the Column Order & Rooms tab. The Providers names will appear on the appointment book by dragging accordingly. The top person will be first column etc.

If the default font and row heights are too large or small, they can be changed to suit your own machine or eyesight.

In general, the easiest-to-read onscreen font for Macintosh is “Geneva”, and for Windows “Arial”.

You have the choice of having the navigation palette either at the bottom or right of your screen through your User Preferences , File > User Preferences.

This will keep track of all the windows you have open in Genie and alert you to any outstanding Tasks, Results etc.