Calendar [Legacy]

KIPU's Calendar allows you to book appointments with individual providers. Your organization can customize Categories and Statuses, as well as Personal Settings (default appointment duration, and interval displayed in the calendar).

In the Calendar, you can:

• View scheduled appointments by day, week, or month
• Create new appointments, one-time or recurring
• Tag an appointment as Billable
• View and filter existing appointments by:
  • Find by Patient name
  • Filter by Provider, one, some, or all
  • Filter by View (custom appointment types), one, some, or all
  • Filter by Status, one, some, or all
• Edit existing appointments
• Notify patients of upcoming appointments via SMS or email

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Calendar Settings

In Settings > Patients (or Clients), you will find two sections to customize Calendar appointment types and statuses. As in all Settings, simply click Add item, enter your custom item, and click Update. For calendar appointment types and statuses, you can also assign a display color. Keep in mind that the names entered here must be unique.

In the Calendar, the types and statuses will display, and allow for filtering on the navigation panel, on the left side of the calendar. To filter, and view only one or more desired views (appointment types) or statuses, simply click on the color ovals corresponding to your selection.

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Personal Settings

On the left side of the calendar, you have the navigation panel. In the bottom, you can access your personal settings

Select your personal settings

• Slot Minutes: divide your day in 5, 10, 15, 30 or 60 minute increments
• First Hour: choose the first hour of the day to display on your calendar
• Slot Event Overlap: allow/disallow events to overlap on your calendar
• Default View: select your calendar’s default view
• Default Duration: choose the default duration of appointments
• Height: adjust the height of your calendar as it appears on your screen.

Then click Update.

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Calendar Views

The calendar can be viewed in standard calendar view (default), with options to view as month, week, or day, and day by provider.

You can toggle to a list view by clicking on the list icon, on the top-left of the calendar, with this week, next week, today and tomorrow options

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Adding an Appointment

There are two ways to add appointments:

1. By provider: click the + sign next to the Provider’s name and a new appointment prompt will appear
2. Directly to the calendar: click on the desired time slot (on the day view), or click on the day (month view), then the time slot to open a new appointment prompt

Once a new appointment log appears, enter:

• Provider
• Client name
• Appointment Start & End times (duration will be automatically calculated)
• Appointment Type, select from your custom options
• Appointment Status, select from your custom options
• If applicable, mark the appointment as Billable
• If applicable, mark the appointment as All Day
• You can add appointment notes
• You can set the appointment as recurring

Note: As soon as you select the Client Name, the relevant information will appear under the Client Info section. Once the appointment has been saved, you can click into this information to go to the Patient Chart.

Recurring Appointments

KIPU allows you to set recurring appointments. You may choose from pre-set, or custom schedule options.

Custom schedule frequency can be: 

Daily (intervals)

Weekly (days of the week)

Monthly (date, or days of the week, per week)

  

Yearly  (intervals)

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Updating/Editing an Appointment

To update or edit an appointment, simply click on it, and the Update Appointment prompt will display.

Make any desired updates, and click Update.

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Notifying the Patient of an Upcoming Appointment via SMS or Email

If the patient has an email address, or a mobile phone number set up in their Information Tab (Face Sheet), you may notify the patient of an upcoming appointment. Simply open the appointment the same way you do to update. In the Client Info section you will see the options as available.

Click Email or SMS, you will be prompted to confirm that you want to send out the notification, click Yes. You may close the appointment.

Export Calendar to Excel

To export your calendar to Excel, click Export to Excel from the calendar view. You will then be prompted to select a date range and export appointments by:

• All appointments in range
• Select Providers, Views or Statuses
  • If you choose to export only select appointments, you will first have to select them within your calendar view. Then click export.