Calendar
Displaying and hiding colleagues, teams, or locations
You change the display of your calendar by clicking on colleagues, teams, or locations in the upper right corner. Colleagues If you click on colleagues-icon , a menu will open on the right side where you can choose which colleague's calendar you want ...
Creating and setting appointment statuses
Appointment statuses make it possible to visualize the practice processes within the calendar. There are 4 default statuses available, but you can change these or create new ones. Go to [Settings] > [Diary] > [Appointments] > [Appointment Status]. ...
Blocking/unblocking a full day: 2 methods
Blocking/unblocking a full day: 2 methods There are 2 ways to completely block a day for online appointments. Method 1: This is especially useful if you want to block a single day. At the top of the calendar, on the specific day, click the arrow ...
Creating appointment types
Creating appointment types An appointment type is a treatment, product, or task that you can link to appointments in the calendar and thus correctly register your appointments. Create To create an appointment type, go to [Settings] > [Diary] > ...
Showing deleted appointments
Showing deleted appointments Click the downward arrow in the top right of your diary. After this, check the option [Show deleted events]. Then all deleted appointments will be visible again. By placing your mouse over the trash can icon at the bottom ...
Modifying / deleting an appointment
Modifying an appointment To modify an appointment, click on the appointment and then click the [Edit] button at the top of the appointment bubble. Modify the desired information such as appointment type / location / linked patient... After this, ...
Pinning a patient
Pinning a patient allows you to quickly and easily see contact information, flags, and upcoming appointments. It is also possible to quickly modify patient data or open the patient file from a pinned patient. You pin a patient by clicking the pin ...
Creating/deleting appointment repeat
To schedule appointments or events that repeat every day, week, month, or year, you have the option to create a repeating appointment. 1. Create a repeat When creating an appointment, click the [Add repeat] button. Then you get the option to repeat ...
Creating an appointment
We recommend setting a work schedule in the calendar. See also: Set a work schedule Slots will then appear in the calendar. When you click on a slot, all the slot's properties are transferred into the appointment bubble, including the location, ...
Hiding inactive days
Inactive days are days that contain no appointments and have no available slots, and are therefore completely empty. It is possible to hide these days in the calendar to maintain a clear overview. Hover your mouse over the [><] button (Hide empty ...
Using flags
Flags are used in the calendar and in the patient file to find information at a glance. Go to [Settings] > [Patient] > [Flag categories]. Create a new category with the [+] button or modify an existing category with the button. Select the name and ...
Appointment report
Manage all your appointments via this report for the past and the future The appointments report is available in the general report or in the patient record: General reporting Click on the icon in the sidebar, under the [Appointments] category, click ...
Financial administration at appointment level [Schedule Package].
De financiële administratie op afsprakenniveau is enkel voor gebruikers met een Schedule-pakket Through the appointment from the calendar, it is possible to immediately arrange financial administration. This means you can handle payments, including ...
Link calender to Ical calendar
Get created link from Crossuite Go to [Settings] > [Diary] > [Connected calendars]. Click to copy a link. To create a new link, follow the steps in the following article: (Connecting Crossuite calendar to an external calendar app) Link to iCal ...
Link diary to Outlook calendar
Get a generated link from Crossuite Go to [Settings] -> [Diary] -> [Connected calendars]. Click to copy URL. To create a new link, follow the steps in the following article: (to be inserted (Linken van Crossuite agenda naar een externe agenda app)) ...
Check the waiting list
Open the waiting list by clicking on the clock at the top left of the calendar. Here you can see a list of all patients already on the waiting list. Add patient to the waiting list To add a new patient to the waiting list, click on the [+] sign at ...
Agenda: List view
List view With list view, you can see at a glance which information is important for your daily workflow. For example, you can immediately see which patients are scheduled for today, which online bookings still need to be confirmed and you can easily ...
Set a work schedule
With work schedule, you set the slots. The slots are used to display availability in the agenda and in online bookings. Go to [Settings] > [Appointments] > [Schedules]. Click [+] at the top right to insert a new schedule, or click to change an ...
Create or modify locations
Creating location Attention: Only the practice administrator can create a location. Go to your account by clicking your avatar or profile picture, choose for [Locations]. Press the [+] button in the location overview. Enter the location, colour and ...