Creating Plans

A clinic/clinician's Plan is where you build their appointment book.

To set up a plan:

  1. From your desktop, select Remote Vision and log into Vision 3.

  2. Select Appointments .

  3. Select Personal Plan and the planner displays:

  4. Under Personal Plan, select the clinic/clinician required.

  5. Select Session List , select All to list all available sessions.

  6. Drag and drop the sessions required on to the correct day on the planner.

  7. The Confirms Details screen displays, check the details of the session and update the Start Time if required.

  8. Select OK to save.

  9. Repeat as above until the plan is complete.

  10. Select OK to save the plan.

Note - If more than one plan is required, if for example the sessions vary on a fortnightly basis, you need to create more than one plan, see Planner in the Vision 3 Appointments on-screen Help for details.
You must now extend the books into the future, see Extending the Books for details.
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