Setting Up PPS for Online Appointment Booking
Setting up Practitioner Availability
You must select at least one Practitioner/Diary User for use with Online Appointment Booking. You are able to set a different Display Name for each Practitioner/Diary User.
To access this screen you will need to go to the PPS Tools Menu > Set Up Practitioners and System Users and then highlight the practitioner required and select "Modify".
You must have at least one Appointment Type setup in PPS which is set to be Visible Online.
Again, you can set the Online Display Name for each Appointment Type. You are also able to set the order in which the Appointment Types are displayed in the Online Appointment Booking list.
You must then select at least one Practitioner/Diary User for whom the Appointment Type applies.
All Appointment Types used for Online Appointment Booking MUST have a duration of at least one minute.
To access Appointment Types you can navigate to your PPS Tools Menu > Look Up Tables > Appointment Diary Tables section > "Appointment Types" and then click on "Open".
Locations and Diary AvailabilityIf you use Locations within PPS then you will need to set each one to 'Visible Online' in the Look Up tables area of PPS. Here you can also set an online Display Name - if no Display Name is entered here then the default Location name will be used.
To access Locations you can navigate to your PPS Tools Menu > Look Up Tables > Appointment Diary Tables section > "Locations" and then click on "Open".
Most importantly, there MUST be suitable Diary Availability set up for your chosen Practitioners/Diary Users, Appointment Types and Locations - for more details, use Setting Up Appointment Diaries and Diary Views.
Once You Are Set Up
PPS Online Users:
If you are a PPS Online user then that's it! You are all set up and ready to go.
Local PPS System Users:
If you run a local version of PPS, you will need to run the PPSv4 Sync Server program on your main database machine - this synchronises all of your newly booked appointments with your main system - within 2 minutes of the booking being made.
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