Afspraak
Manage rooms
Rooms are used to represent the different treatment rooms of a single location in Crossuite. Go to [My account] > [Locations] > [Rooms]. Check [Enable rooms in your agenda]. Each location has one room by default. Click on [+] on the right to add an ...
Show or hide appointments/slots
Showing only the slots and hiding the appointments is useful when you want an overview of your available times. Click on [Appointments] in the top right to hide all appointments in the calendar. To hide the slots in the calendar, click on [Slots]. ...
Gap Search
Gap Search using the agenda This function is used to display the first available free slots for appointments from the waiting list. Available times are calculated based on the work schedule and slots. See also: - Check the waiting list - Set a work ...
Creating or editing a booking link
To create or edit a booking link, go to the settings , select the option [Webbookings] and go to [Weblinks]. Create a new link via [] or click on [] to edit an existing link. The following options will be displayed: Personal title: Give the web link ...
Setting up a default treatment
A default treatment is the treatment type that is automatically selected when booking an appointment. The default treatment can depend on location and user. You set a default treatment using the item pre-settings. Go to [Settings] > [Finance] > ...
Creating and setting appointment statuses
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] > ...
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 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 ...
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, ...
Viewing the appointment log
The appointment log is used to quickly find out when and by whom the appointment was modified. Also see: View activity log Click the clock symbol in the top right corner of the appointment bubble to open the appointment log. The appointment log opens ...
Creating, modifying, and deleting daynotes
Creating a daynote Click on your name at the top of the day where you want to place a daynote and click [Create Daynote]. In the daynote bubble, fill in the desired information and click [Create Daynote] at the bottom. If the daynote relates to a ...
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 ...
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 ...
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 ...