Housekeeping

This checklist details the housekeeping tasks you should regularly perform within Appointments.

Note - The task frequency below is a recommendation, so you may want to adapt this to suit your practice protocols. For more information on specific tasks, please refer to the relevant on-screen help, remember you can access this by pressing F1 on your keyboard from any screen.

Appointments Checklist

Appointments	Frequency
Make sure the clip board/note is empty and move any past appointments to the bin. See The Appointments Clipboard in the Appointments Help Centre, or Clip Note in the legacy Appointments on-screen help for details.	Ad hoc
Ensure at least two workstations have the appointment backup enabled. Note - Appointments backups are now configured in the Appointments Backup app. See Appointments Backup Settings in the Appointments Backup Help Centre for details.	Ad hoc

Appointments

Frequency

Make sure the clip board/note is empty and move any past appointments to the bin.

See The Appointments Clipboard in the Appointments Help Centre, or Clip Note in the legacy Appointments on-screen help for details.

Ad hoc

Ensure at least two workstations have the appointment backup enabled.

Note - Appointments backups are now configured in the Appointments Backup app. See Appointments Backup Settings in the Appointments Backup Help Centre for details.

Ad hoc

What else do I need to do?

To view what else you need to do across your clinical system:

See Vision 3 Housekeeping Checklist - Scotland in the Vision 3 Front Screen Help Centre.
See Vision 3 Housekeeping Checklist - England, Wales and Northern Ireland in the Vision 3 Front Screen Help Centre.

Note - To print this topic select Print

in the top right corner and follow the on-screen prompts.