Creating Default Appointment Reasons
- To add an appointment reason to Merlin, Navigate to Administration>Appointments>Appointment Reasons.
- The 'Appointment Reasons' screen will open, from here you can use the filter to show only the 'Appointment', 'Hospital' or 'Declined Reasons'
- In the the top line fill in all the required areas. And 'Save'
Name - Name of the appointment reason
Description - Description of the appointment reason
Category - Using dropdown list select type of appointment, Appointment, Declined reason or Hospital
Duration - How long the appointment requires
View Order - The order that the appointment will be in the list
Add to Library - Tick to add to the library
Site - Which site this is for
Colour - Assign a colour to show for this appointment on the diary
Ret Duration - If going to be used as a return reason in the follow-up feature
Ref Type - The time Day, Week or Month the appointment needs to be booked for
Ret Use - Tick the box if being used for follow-up feature