Set up 

• From the main Diary screen click on the Settings button depicted by a gear icon 

• You will be directed to the Settings screen
• Click on Diary Settings.
• Select the Diary, you whose Booking Types you would like to set-up from the Diary drop-downlist 
• Expand the Booking Type Setup section by clicking on it 

• Click on the Booking Type you would like to link the form to, The Booking Type will expand  
• Auto Events: This option will allow you to link Workflow Events to the booking type. 
• The event will display as a booking icon on the appointment and will be used as a shortcut to that event screen. You can set up as many as you'd like. 
• Click on the Choose drop-down list where you can select the form that needs to be linked to a specific booking type on the diary 

• Once you have selected the form you will see the form appear on that booking type 
• Every time you make a specific booking, the forms you have set up will show up on the Clinical side panel as a required form to fill in on the clinical case. 

• When you are done and satisfied with the setup
• Click on Save to save the new Settings.

• Click on Close to exit the Settings screen without saving.

Where the setup works

• Select the diary entry you would like to work on 
• On the Diary Side pannel, Click on Clinical 

• The triage form is now in the  Clinical Side pannel 
• Click on Triage to open the form 

• Enter the information you require 
• For more information on how the form works: Triage Form 

• When you are done and satisfied with your form, click Save and Close

• Click on Close to close the form and returns to the Diary Screen