Session Types

Before creating a new session, you need to define a list of session types. For example:

• Morning Surgery
• Afternoon Surgery
• Evening Surgery
• Morning Visits
• Afternoon Visits
• Non-Clinical

The exact setup of session types is down to the individual practice. Session types have the following characteristics:

• They are searchable, i.e. you can search for all morning visits.
• They are not time specific,
• They are separated into:
  clinical - with slots where patient names can be entered.
  non-clinical - without slots.

At this stage, no other details are assigned to a session type, ie no GP, time, appointment slots or days of week. These are defined when you set up the actual session.

To create a session type:

1. Select Session types from the Appointments Setup menu.
   See - Appointments Setup Menu.

   The Session types view displays.

2. Select Add session type... from the top of the view.
   The Create Session Type popup displays.
3. Enter the name for the new session.

   

   This could be as simple as:

   • Clinical
   • Non-clinical

   or more comprehensive:

   • Morning surgery
   • Afternoon surgery
   • Evening surgery
   • Ante-natal clinic
   • House Calls
   • Practice Nurses
4. If appropriate tick the Clinical box.
   A clinical session type means that patients can be selected from the patient list and booked into this session, eg morning surgery.
   If left unchecked, then the session type is Non-clinical, for example - practice meeting or a trainee tutorial.
5. Select the Apply button to create the new Session type.
6. The session type view displays, including the new session type.
7. Optionally, drag the new session type into the frequently used session types, above the separator line.

8. Select Save to save your changes, Reset to cancel any changes or Sort (A-Z) to reorder the list.

Edit Session Type

To amend a description or clinical status

1. Select the session type name.
   The Edit and Delete options display.
2. Select Edit .
3. Make the amendment.
4. Select Apply.
5. Select Save to apply the changes.

Delete Session Type

1. Select the session type name.
   
   The Edit and Delete options display.
2. Select Delete .
3. Select Save to apply the changes.

View the following video to see more on Session Types: