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'.
The Declined reasons are for use with the Follow Up Appointment Feature.
- 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 type in the diary
Ret Duration - The default appointment duration when used 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
Users are able to enable the setting that only allows pre-created default appointment reasons to be selected at the point of booking an appointment in Merlin, removing the ability to free-type.
This is set via Administration > Settings > Diary and ticking 'Only Pre-defined Appointment Reasons'.
