The Type field in an Appointment Record can be configured to use custom values. To do this, go to the Appointments page in List and Type Configuration and open the Appointment Types tab.

For each type, the following details are shown:

• Code

• Description

• Status – This indicates whether the type is Live or Dormant.

Open

Filtering the List

The option to search by Code and Description and filter by Status and Number of Records shown are available by default above the list. Once you have entered the necessary details, press Enter or select the Search icon to run the search and apply your filters.

Exporting the List

Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.

Creating a New Appointment Type

Selecting Create will open a window where you can enter the Code and Description for the new type. 

Open

Once you have finished, select Save to add the new type or Cancel to discard it. 

Appointment Type Actions

The following actions are also available from the tab:

• Edit – Selecting ... > Edit by a type in the list will open a window where you can edit the Description and Status. Once you have made any changes, select Save to confirm them.

• Delete – Selecting ... > Delete by a type in the list will delete it. This should only be done for types entered in error. For a type that has been used, you should instead set the status to Dormant. You will be asked to confirm before you delete the record.