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On this tab, you will set up appointments, including appointment codes, outreach information and appointment reminders.
| 1. | From the calendar screen, click Settings > System Settings. |
| 2. | Click the Appointments tab. |
| 4. | Click in the check box if you want "other" appointments to default to "attended" status. |
| 5. | Click in the check box to turn on a prompt when making individual appointments to assign the clients to the user for whom the appointment was scheduled. |
| 6. | Click in the check box to only prompt assignment to clients if the user doesn't already have access to the client's file. |
| 7. | Click in the check box to turn on a prompt when making individual appointments for other users to add the appointment to the user's schedule as well. (Note: To display prompts for all users, do not check this box. This prompt will not appear for users who do not have schedules.) |
| 8. | Click in the check box to activate the Additional Information tab on appointments. (Note: The information on this tab can be used to track outreach activities. You will set whether this tab is an option or required for individual appointment codes in Step 4 above.) |
| 9. | Click on the Status list button. |
| 11. | Click on the Outreach Category button. |
| 13. | Click on the Outreach Subcategory button. |
| 14. | Use the list screen to create your list of outreach subcategories. (Note: These are the items that will be displayed on the subcategory pull down menu after an outreach category is chosen by the user.) |
| o | For every list item, use the pull down menu to choose the Outreach Category for which the subcategory will be displayed. |
| 15. | Click on the Service Provided To list button. |
| 16. | Use the list screen to create a list of organizations, departments, people, etc. for whom outreach services will be provided. |
| 17. | If desired, click to show the appointment mode on the appointment screen (in person, audio, video, or text), and click show mode on "other" appointments and / or to make mode a required field. (Note: Mode was added for specifically to be included in the CCMH national data collection initiative, and the options cannot be edited or changed.) |
| 18. | Click in the box to set a default length for appointments. (Note: Users can change the appointment length when scheduling the appointment. You can also set default lengths for various appointment codes.) |
| 19. | Click in the box to set the increment in minutes by which appointments can be increased or decreased when using the spinner on the appointment screen. |
| 20. | If desired, click in the check boxes to activate user definable fields on the appointment Additional Information tab. (Note: The data entered in these fields will not be shown on any predefined reports in Titanium. You should strongly consider using data forms instead of these fields.) |
| 21. | If using user definable fields, click in the text box to enter a field label. |
| 22. | If using user definable drop down fields, click the List button next to the field, and use the list screen to build the list of drop down menu choices. |
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