Appointment Codes

For many centers, appointment statistics are required in the evaluation of center workflow, service provided, value to the client population and return on investment. If this is true for your center, you should carefully consider your list of appointment codes. It is strongly recommended that you review the reports available in Titanium to compare your needs to available data before building your appointment code list. This will allow you to build a set of appointment codes that will meet both your workflow and reporting needs. There are appointment codes preloaded in Titanium. You can use these codes, check in the Active column to deactivate, or delete them.

1.	Analyze the appointment codes required to support your center's workflow and clients.

2.	From the calendar screen, click Settings > System Settings.

6.	Review the preloaded appointment codes to determine whether to use them for your center.

7.	Click in the Active check box to deactivate preloaded codes that you do not want to use.

8.	Click a code on the list and click delete in the menu bar to permanent remove the code.

10.	Click in the description text box to enter the title of the appointment code (i.e., personal counseling, intake, career advising, etc.).

11.	From the pull down menu, choose the appointment type.

o	Other: Does not involve clients (e.g., outreach, vacation, staff meetings, etc.)

12.	If desired, click in the box to enter the default length for that appointment code. (Note: Codes without a length will default to the length set on the Appointments tab.)

13.	Click on the Display appointment in color, and choose the desired item from the pull down menu. (Note: Foreground is text color, and background is item color.)

14.	On the color picker window, choose a new color. (Note: Click the Define Custom Colors button for more color options.)

16.	Repeat Steps 13-15 for all color choices. (Note: To use color scheme for multiple appointments, click Copy Current Appointment Colors. On the next new appointment, click the color block and choose Paste Current Appointment Colors.)

17.	Click in the check box if the appointment is considered an "intake." (Note: Appointments in the intake category are used in some reports.)

18.	Click in the check box to require a location to be added when the appointment is scheduled.

19.	Click in the check box to require a note if the appointment is marked as attended, canceled or no show. (Note: If checked, a task to complete a note will not be added to the user's task list.)

21.	Click in the check box if one or more users are required for the appointment.

22.	Click in the check box if one or more clients are required for the appointment.

23.	Check the box to indicate whether the appointment applies to the termination rules for your center. (Note: If termination has not been activated, this check box will not appear.)

24.	Use the pull down menu to choose the type of note to be used for the appointment. (Note: Users can change note type if they choose.)

25.	Use the pull down menus to set outreach, service provided to and status, and number of people as optional or required on the Additional Information tab of the appointment. (Note: Options for these categories are set on the appointments tab.)

26.	If desired, set custom appointment reminder settings for the code.

27.	Repeat Steps 9-26 to create all desired appointment codes.

28.	Use the list screen to edit appointment codes, as desired. (Note: Use the Show: filter at the top of the Appointment Codes screen to view subsets of the appointment code list.)