Creating Default Appointment Reasons

Creating Default Appointment Reasons

  1. To add an appointment reason to Merlin, Navigate to Administration>Appointments>Appointment Reasons.
  2. The 'Appointment Reasons' screen will open, from here you can use the filter to show only the 'Appointment', 'Hospital' or 'Declined Reasons'
  3. 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


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