R4+ Version 7 - Weekly Overview

[AndrewBell]

We have recently had our R4+ updated to version 7 - the one with the new planner functionality.

The 'weekly overview' in the planner is almost the same as previous but with one major component missing - the arrows that used to populate the coloured boxes to chow appointments are now gone!

Previously our receptionists would click through a couple of weeks to see where the gaps were between the arrows to find free appointments for people to be booked into. As we are creatures of habit after all, they are already struggling with this on day one!

So my first question is will these arrows return? If they don't can you confirm that the solid navy blocks now represent free time/space/appointments?

Thanks

Andy

[stephen_skelton]

Hi Andy,

Further changes are planned to the weekly overview screen in a future release of CS R4+ although I am unable to confirm the exact details of these changes at the present time.

The weekly overview will display the colour that has been assigned to the specific appointment that is booked so, unless the default colours have been changed, it is highly likely that the navy blocks represent booked appointments.

It is possible to change the colour for any appointment type so that it is easier to identify different appointments in the weekly overview.

If you wish to change the colours then on the Planner screen click View at the top of the screen and then select Appointment Types.  Select an appointment and click Edit. Click Display Colour and select the colour that you wish to be associated with that appointment type.  Click Apply and then repeat the process for each appointment type that you wish to change.

[AndrewBell]

Hi Stephen

Thanks for the info. Would the colour changes have to be done per user or could we do this practice wide (we have 11 practices)?

Thanks

Andy

[stephen_skelton]

Changing the colours is a global setting, so once it had been done then all users at that practice will see the same colours the next time that they log in and view the weekly overview.

If you have 11 practices and they all have their own R4 server, it will have to be done for each practice.

Regards

Stephen

[AndrewBell]

Thanks for the info

Andy