PATIENT MANAGEMENT PROGRAM
Add or Edit Practitioners on Appointment Books
To add a new or edit practitioners go to the Setup menu, Appointment Book. Double click the
appointment book on the left that you with to edit. The middle column will populate with the names of
practitioners in this book. Checkmark a name in the right column to add, or click the checkmark to
remove a practitioner from the book. Change the order of the practitioners by clicking the red arrows.
Click Save followed by OK. Close and reopen PMP to view your changes.
Appointment Colours
This area is linked to the appointment book and
defines which colour represents which type of
appointment. The colours chosen appear in the
bottom left hand corner of booked appointments on
the appointment book.
Appointment colours can be created for the Clinic or
Practitioner. PMP offers eight colours. Determine
which appointment colour is to be associated with
which Appointment Type. Define the Screen Text
which is a short form of the appointment name. It is used on reports regarding appointment colours.
Appointment Comments
Appointment Comments are used to create a pick list
of standardized comments for use when setting up
patient appointments.
Rooms can be booked on a regular basis for particular
patients and notes such as Room 1 or 2 only will
assist in increasing patient satisfaction. These
comments may also be used for messages between
staff. For example, if a patient says he or she will pay
next visit, when booking the next appointment the
staff member adds the word ‘Collect’ to the comment area.
Appointment Types
This area allows you to create appointments that are
available in your office. Appointment types can be
created for the Clinic or Practitioner. Units specify how
many appointment cells an appointment will require. ISV
determines if an appointment will be schedule horizontal
or vertical.
ISV = is vertical
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Customizing PMP for Your Office