Appointment schedule

When accessing Health Surveillance > Appointment Schedule you have a view with all employee appointments, with filters, top options, and the appointment call screen.

Available filters

Filter	Description
Generic	Search box located to the right of the title. Finds any visible content on the screen.
Type	Appointments belonging to the selected call type.
Medical centre	Appointments from the selected health centre.
Employee	Appointments of the selected employee.
Call	Appointments belonging to the selected call.
Status	Appointments with a specific status.
Type of medical examination	Appointments belonging to the selected type of medical examination.

Top options

Option	Description
Delete	Deletes booked appointments (trash icon).
Refresh	Refreshes the view to see recent appointments.
Bulk status change	Changes the status of several selected appointments in bulk.

Caution

It is not recommended to use “Delete” on booked appointments. It is preferable that the employee themselves cancels the appointment or that a new call is made.

Tip

Bulk status change is very useful at the end of the day: for example, if 10 employees have completed their examination, select their records, click Bulk status change and choose Appointment completed.

Appointment call screen

From this screen you can filter and perform two basic actions:

• View appointments: both available slots and existing appointments.
• Change the status of appointments: indicating whether they are booked, completed, or no-show.

Note

• The calendar view supports the modes: Day, Work week, Week, Month, Timeline, and Agenda.
• On the right, there is a mini-calendar showing the current and next month. Days with appointments are shown in bold.

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Source: M-SO-22-04 “Health Surveillance User Manual”, version 1.1, 21/09/2023.