Calendar view for Related Entities
The new system permission allows users provides users with the option to see, open and easily book new appointments and schedules. It is primarily aimed at medical professionals and staff who are listed in Related Entities. This is NOT the functionality that an athlete should have for booking appointments or schedules as the availability and time slot will NOT be adhered to for new entries. This is purely for Coaches and Professionals.
Once permission is given to this, the Related Entity Calendar will appear on the home screen
All of the Related Entity Types that a user has access to will appear to view/edit/enter in data for
When you load the Related Entity Calendar, the Each Related Entity type (e.g., Doctor, Physio) appear in the first drop-down list alphabetical order, and for any of the selected Related Entity Type, the corresponding list of Related Entity Fields (e.g. the Doctor or Physio names) will appear alphabetically.
Select a specific Related Entity Type. The Calendar will display all of the booked, rescheduled and cancelled entries for that chosen related entity
The physio can view their schedule in week view, or day view and can navigate to alternate weeks/days
View one day at a time or view in week mode
Each booking displayed on the calendar can be opened, viewed and edited (if the user has read/write access).
The record opens, and the user can see the athlete details and review any associated information within the form (this will vary from system to system depending on how your organisation set these up)
To return to the Calendar, cancel out of the form, or click on the trail bar link
You will return to see the Related Entity Calendar. Note that the information displayed here will depend on how your organisation set up the forms and whether any fields pull through as summaries.
N.B. If availability is set up for the chosen Related Entity field, unavaible periods will appear as blocked out.
To book in a new Appointment or Entry, click on the appropriate time in the Calendar
This module acts in the same manner as the Calendar module, and you can click on a time to enter in new data. Note that on some system, organisation have set aside dedicated times lots of periods of entry, but these cannot appear on this calendar, for obvious reasons (e.g., one record might default to 15 min and another to 30 min and there is no way to display these both here). If you need to book within a specific time frame, you may need to return to the enter appointment module.