Setup > Custom Lists

Adam Davis

27 February 2022 04:55

Appointment Flags

See related design article here

Setup the following flags:

Break	#CFCFCE
Check Location	#FACEE0
Declined	#F6E7A9
Follow up (Admin)	#DC2927
Follow up (Clinician)	#2FA1F7
Initial Assessment	#DDC0DD
Meeting	#BDE3DC
Offer	#F2D648
Place-holding	#8BC759
Portal Booking	#F3A81D
Receivables	#BA0E0C
Reports / Admin	#D5E3EE
Supervision	#DFEDCA

Client Statuses

We only use Active, Waiting List or Closed

Payment Methods

Setup / deactivate until you have the following:

Bulk Bill
Cash
Cheque
Credit Card (online) - This is done later in the "Credit card billing" setup
Direct Deposit
Write Off
Refund

Referrer Types

Setup / deactivate until you have the following, or as suits your preference...

Allied Health Practitioner
Child and Adolescent Psychiatrist
Child Psychiatrist
Consultant Paediatrician
Consultant Psychiatrist
Dietitian
General Practitioner
Paediatrician
Psychiatrist
Psychologist
School Counsellor
Teacher / School administrator

Relationship Types

Some of these look like repetition, they are, but because of the way email CC are restricted and where teh relationship type is displayed, it is helpful to duplicate.

_Psychologist
Allied Health: OT
Allied Health: Social Work
Allied Health: Speech
Case Manager
Family: Carer
Family: Child
Family: Father
Family: Foster parent
Family: Grandparent
Family: Mother
Family: Partner
Family: Step parent
Medical: GP
Medical: Paediatrician
Medical: Psychiatrist
NGO
School Counsellor
School Teacher

Cancellation Reasons

You can report on cancellation reasons and so as long as it adds meaning to your reporting without fragmenting it then create what you like. The reasons we suggest are:

Client Busy
Client Feeling better
Client Missing paperwork
Client Sick / unavoidable
Client Wants F2F
Clinician cancelled
Offer declined

Last updated: 27 Feb 2022