Appointment Status

Each appointment displayed in Appointment Book or Appointment List can be assigned a status. A status can be used to indicate confirmation, the last contact with the patient regarding the appointment, or the status of a patient's visit. Each status can be assigned a unique color that is displayed from Appointment Book and Appointment List. The status consists of an abbreviation in the first box (the abbreviation is what you see in the Status list of the Appointment Information dialog box) and a description in the second box. You can define up to 20 appointment statuses.

Note: The two statuses that you cannot change or delete are "<none>" and "<COMPLETE>." These statuses are not available in Practice Definitions.

To customize Appointment Status

In the Practice Definitions dialog box, in the Definition Type list, select Appointment Status.

The corresponding definitions appear in the list to the right.

Do any of the following:

If there are fewer than 20 definitions, to add a definition, do the following:

With any definition selected, do the following:

To change the color, do the following:

Under Definition Text, click the colored button .

The Color dialog box appears.

Do one of the following:

To use a basic color as is, under Basic colors, select the desired box.

To define and use a custom color, do the following:

Under Basic colors, select the box of a color that is similar to the one you want to define.

Click Define Custom Colors to expand the dialog box.

Notes:

If you know the specific HSL color values you want, enter them in the Hue, Sat (for saturation), and Lum (for luminosity) boxes.

If you know the specific RGB color values you want, enter them in the Red, Green, and Blue boxes.

Click anywhere on the rainbow swatch, or drag the cross hairs to any location on the rainbow swatch.

Click anywhere on the narrow horizontal luminosity bar, or drag the arrow up or down to brighten or darken the color.

Click Add to Custom Color.

Under Custom colors, select the box of the newly-added color.

Click OK.

Under Definition Text, replace the existing abbreviation in the first box.

Under Definition Text, replace the existing text in the second box.

Select or clear the Send HL7 A04 checkbox to specify whether this type of HL7 message is sent or not when an appointment is assigned this appointment status.

Click Add.

Notes:

This button is available only if there are not already 20 definitions.

The new definition is added in the first available spot (if there are no gaps in the sequence, it will be the last item) and given an ID.

To make the new status available for selection for an appointment, you must close Appointment Book and then re-open it.

To edit a definition, do the following:

Select a definition.

Note: Changing the definition for an appointment status affects all appointments that have that appointment status assigned to them.

Do any of the following as needed:

To change the color, do the following:

Under Definition Text, click the colored button .

The Color dialog box appears.

Do one of the following:

To use a basic color as is, under Basic colors, select the desired box.

To define and use a custom color, do the following:

Under Basic colors, select the box of a color that is similar to the one you want to define.

Click Define Custom Colors to expand the dialog box.

Notes:

If you know the specific HSL color values you want, enter them in the Hue, Sat (for saturation), and Lum (for luminosity) boxes.

If you know the specific RGB color values you want, enter them in the Red, Green, and Blue boxes.

Click anywhere on the rainbow swatch, or drag the cross hairs to any location on the rainbow swatch.

Click anywhere on the narrow horizontal luminosity bar, or drag the arrow up or down to brighten or darken the color.

Click Add to Custom Color.

Under Custom colors, select the box of the newly-added color.

Click OK.

Under Definition Text, replace the existing abbreviation in the first box.

Under Definition Text, replace the existing text in the second box.

Select or clear the Send HL7 A04 checkbox to specify whether this type of HL7 message is sent or not when an appointment is assigned this appointment status.

Click Change.

To delete a definition, do the following:

Select a definition.

Note: If you delete the definition for an appointment status that has been assigned to any appointments, the status for those patients' appointments will be changed to "<COMPLETE>."

Click Delete.

A confirmation message appears.

Click Yes.