Create an Event Chain On-the-Fly
If an event chain that you need does not exist, then you can create an event chain on-the-fly when scheduling an appointment.
- Open the Add Appointment window or the Appointment Search Ahead window.
- Select the open menu
button next to the Event/Event Chain field and select Create Event Chain.
The On-The-Fly Event Chain window opens. - Select events from the Available Events list and select the arrow
to move them to the Member Events list.
- If you want to add the on-the-fly event chain to scheduling administration for future use, enter a name in the Event Chain field and enter a 1 - 3 character abbreviated name in the Short field.
- Configure the following event chain options, as needed:
- Event Sequence Matters: You can select this option to schedule the appointment for the Member Events in order.
- Allow Events to Span Multiple Days: You can select this option if the Member Events can be scheduled across multiple days.
- Linked Events: You can select this option if the appointments for all Member Events should be checked-in simultaneously and linked to the same encounter.
- Allow Event Duration Override: You can select this option to help you override or change the duration of Member Events.
- Add this Event to Scheduling Admin: You can select this option if you want to add the on-the-fly event chain to the available events in scheduling administration.
- Select OK to save changes and close the window.