The Appointment Center allows staff to assist students who need to check-in for an appointment, drop in to see an advisor/tutor, schedule a future appointment, or cancel an appointment. Staff can monitor activity within the Appointment Center and receive notifications when students are checked in.
Appointments and Drop-Ins
Additional Modes - click on the bottom right corner
Choose a location
Appointment Center - once you have selected the location you will be present with the Appointment Center
Scheduling Grid
After choosing a location, you will be taken to a Scheduling Grid. This grid can be narrowed down by Care Unit, Service, Staff Member and Date/Time. The Staff, Service, and Course filters now interact in a more intuitive way in Appointment Center. These filters are now more interdependent. Any time you add or remove a selection in one of these three filters, the options available in the other filters will be narrowed or widened based on that selection.
The Appointment Center has a calendar interface where available time for appointments are shown as white blocks and unavailable times as grey blocks.
Drop-In Appointments
Staff workers often need to view today’s appointments. In the 'Drop-In Appointments' screen, users can view all of the drop-ins for the current day and take action from the list. You can find this screen by clicking the drop-down above the filters at the top part of the screen.
Actions that can be taken from any queue include:
· Send Message to Attendee (Student)
· Move to Top (of queue)
· Remove (from queue)
Scheduled Appointments
With the 'Scheduled Appointment List' tab in Appointment Center, users can view all of the appointments for the current day and take action from the list.
Actions users can take on appointments include:
· Send Message to Attendee (Student)
· Send Message to Organizer(s)
· View Appointment Details
· Check In
· Check Out
· Mark No-Show
· Cancel Appointments
When choosing multiple appointments, actions are limited to sending messages and canceling appointments. This gives users the ability to cancel all appointments for a given day in a particular location.
Users also have the ability to select any date and see appointments on the selected day.
Step 5: Create Appointment
Once you click the green box to schedule the appointment, you can confirm the appointment. Choose the reason for the appointment and click on Create Appointment. An email will be generated to both the advisor and student.
Step 6: Checking in Appointment
When a student arrives for their appointment, you can swipe their ID card, key in their ID number, or email address and check them in for their appointment. This will notify the appropriate advisor that the student has arrived.