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How to Configure a New Appointment Type for Your Vision(X) Site

This tutorial will demonstrate how to configure a new appointment type for use in your Vision(X) site.

Select a Vision(X) Organization


In the Settings tab, select the "Organization" toggle to view the list of your organizations. Select the appropriate Org, then click the edit button in the "Actions" column:



Appointment Types

The "Edit Organization" menu will appear, populated by a list of existing appointment types. "System"-type appointments come pre-configured for your Vision(X) site, and require only to be activated as appropriate. "Custom"-type appointments are configured manually by the user. Use the search field and "Show Active Only" toggle" as needed to locate and edit a specific appointment type, or click "New Appointment Type" to create a brand new one:


Edit Organization Menu


The Edit Organization menu will appear. Enter values for all required fields (marked by blue asterisk), as well as any other options, such as a room description, category, recall time and interval, and color coding for your Scheduler. When finished, click "Save":


Success!


You will see a message confirming that the new appointment type has been saved to your Vision(X) site.