This article covers the advanced configuration settings available for tuOtempO Agenda.
Where to begin
Log in to the tuOtempO admin zone.
Go to > Set Up > Agenda
A. Customize your Agenda
a) Unit Length
Defines the lowest common denominator for appointment lengths.
Example : If you wish to have appointment lengths of 30 and 45 minutes, the unit length should be set to 15 minutes. If you wish to have appointment lengths of 40 and 45 minutes, the unit length should be set to 5 minutes.
b) Show cancelled appointments
When selected, cancelled appointments will continue to be visible in the agenda.
c) Delete past appointments
When selected, appointments will be deleted 7 days after the date of the appointment.
2. Add custom fields
a) Appointment fields
Create custom fields that will appear in the appointment pop-up window.
b) Client fields
Create custom fields that will appear in the patient profile.
3. When adding a new patient
a) Ask for patient's mother tongue
Select to enable a non-obligatory mother tongue field to appear in the appointment pop-up window.
b) Ask for patient's birth date
Select to enable a non-obligatory birth date field to appear in the appointment pop-up window.
4. Add a new appointment
Toggle between Show service list and Activate service search to see a preview of the different options.
a) Show service list
In the appointment pop-up window, show services in list format.
i) In every group show the first… services
Defines the number of services shown in a group.
ii) Use dynamic search when I have more than … groups of services
The display will automatically switch to search format when an individual practitioner offers more than n groups of services
b) Activate service search
In the appointment pop-up window, show services in search format.
B. Operator level settings
Additional configuration options are available on an operator by operator basis.
Go to > Agenda > Settings tab
1. Show cancelled appointments
Selecting or de-selecting this option allows an individual operator to override the establishment based setting defined above.
2. Size of client name
Adjusts the size of the preview of the patient name appearing in the agenda view. The smaller the size, the more letters of the name will appear.