How to Add a Diary (Setup)

Why This Matters?

Setting up a Diary configures the Diary to match the practice's scheduling requirements. This includes setting up the information and options needed to manage practitioner availability and appointments correctly.

A correctly configured Diary provides a consistent structure for scheduling and helps ensure that appointments can be managed according to the practice's workflow. 

• Start on the Add/Edit Diary screen.

• • For details and navigation, see Add/Edit Diary Navigation.
    
    

Let's Follow These Steps

• Click on the Name field and type the desired diary name.
• Click on the Entity drop-down menu and select the desired entity.

💡Please Note: Entities can only be set up in the Desktop App. For details, see Entity Setup. 

• Click on the Treating Practitioner field to search for the desired practitioner. For details, see How to Add a New Practitioner.
• Click on the Service Centre drop-down menu and select the desired service centre. For details, see How to Add/Edit a Service Centre.
  
  

Result

• The new diary will now appear as an active entry in the Diary Setup list screen.