The Appointment workflow can be setup to prompt for a custom task that only appears for patients of a certain criteria. This could be to remind the patient of something after a certain treatment or to present information to a particular patient group.

• Configuring Custom Options in the Departure list
• Selecting Patients and Patient queries

Configuring Custom Options in the Departure list

1. Go to Configure - Practice Settings.
2. Make sure Enable Appointment Workflow is ticked.
3. Click the Spanner button to open the configuration wizard
4. Tick the Custom Options box on the Departure Details window.
5. Click Next > until you reach Custom Options.
   • Any existing custom options will display in the white window
   • On this screen you have three options,
     • e|d to edit an existing prompt, when clicking this you can edit the task as well as view a preview of the prompt
     • +1 to create a new prompt
     • bin to delete a prompt
6.  Clicking +1 will open Add Custom Option window, here you have the ability to enter,
   • Description to help identify what the prompt is for, this will be displayed on the departure bar (maximum length of 25 characters)
   • Enter Notes to provide more information about the prompt or add a script for your staff to follow
   • Finally Select Patients to add criteria which needs to be met
   • You can preview your task with the Preview button
   • Once you have added all the Custom tasks you need, click OK
7. Click Next until Finish to save your changes.

Selecting Patients and Patient queries

For more information on selecting or creating a query, read finding patients with Patient Lists or creating a Patient List search.