This guide covers the options available to change what is shown in the Zedmed Appointment Book and what the different booking icons mean.
Appointment icon explanations
The following icons are used to indicate the patient's status.
| Icon | Description | Explanation |
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Green tick (left) | Patient has been attended to the Waiting Room. |
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Red folder+cross (right) | The patient's IHI is unavailable. |
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Green folder+tick | The patient's IHI is available. |
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Cloud icon | The patient made the appointment via Online Appointments. |
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Cloud icon with + | A patient's first Online Appointment needs reconciling. |
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Credit card | Credit card provided. |
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File folder | File pulled. Patient not attended. Replaced by green tick when attended. |
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Phone icon | Patient replies YES (green tick) to reminder SMS. Replaced when attended. |
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Yellow dollar | An invoice has been raised. Replaces the attended tick. |
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Green dollar | An invoice has been receipted. Replaces the attended tick. |
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Grey dollar | An invoice has been voided. Replaces the attended tick. |
 | Yellow dollar square | The invoice was manually changed to raised. |
 | Green dollar square | The invoice was manually changed to receipted. |
 | Grey dollar square | The invoice was manually changed to voided. |
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Camera + green tick | Telehealth appointment. Camera changes to a green tick when attended |
Practitioner order
You can change the order in which practitioners appear from left to right. Applies per branch.
- In the Appointment Grid, select View > Options.
- Select the Doctors tab.
- Select the practitioner and use the up or down arrow to move them.
- Select Close to save and exit.
Viewing options
The Appointments Display Options screen lets you change how appointments are displayed.
To change the display options:
- Go to Zedmed's Reception tab.
- Select Appointments.
The Appointments Display Grid screen will open. - Select View > Options.
The Appointments Display Options screen will open on the General tab.
View options in the General tab:
- Number of Columns to Display
This controls how many doctor and resource columns are shown in the Branch View. More doctors can work on one day than the number of columns set, but you'll need to use the scroll bar at the bottom of the display window to see the extra doctors. Up to 20 doctors' columns can be shown in the Branch view. - Show Minutes
This turns the "minutes" that show between each doctor's column on or off. If all your doctors work in the same time slot (say 10 minutes), you can use the space for each column by turning this off. - Show AM / PM
Change the time view on the left-hand column from 24-hour time to 12-hour time, e.g. 2:00 pm instead of 14:00. - Show Unscheduled Doctors and Resources
If a doctor is not working on a particular day, it is debatable whether to show a column for them. In a manual diary, a column would appear with a line through it. If you have, say, 7-8 doctors at the practice but only 4-5 on any one day, suppressing blank columns (non-working days) will improve the appearance of the Branch Display and the width of each doctor's column. - Show Icons for attended and file pulled
When a patient has been marked as attended, either change the colour of their time slot (often to green) or place a "tick" icon next to the slot. Similarly, you can show a "file pulled" icon. - Show Multiple Bookings on Separate Lines
Multiple bookings on a one-time slot can be shown either concatenated on one line across the page or on separate lines. - Show Patient File Numbers
Practices that use numeric filing systems generally want to see file numbers on the screen to help pull files, whereas those that file alphabetically do not. - Show Clinic View when Opened
The normal view for a multi-doctor practice may be the Branch Surgery view with several columns, one for each doctor. However, in their consulting rooms, doctors may just want to see their own bookings for a day or a week at a time. Deactivating this option re-displays the Appointments screen; on opening it, it returns to how it was last seen – in other words, it memorises the settings that applied before. This means a doctor will only see their own patients, but a receptionist will return to the Branch, multi-doctor view if that was what they were in the last time they left the appointment screen. - Use Next Available Appointment Function
Once you flag this option, also set the default search period underneath. Now you are ready to search for the next available appointment slot by clicking Search, Next Available Time and selecting the appropriate criteria (e.g., doctor, morning or afternoon, appointment type, etc.). Search. - Show Preferred Name instead of given name & Show Pronouns after name.
These options are available in Zedmed v37 and later.
- Show activity type description at top of schedule (Zedmed v38.7.2 and later)
Displays the Activity Type's name in the earliest free spot in a block of scheduled time.
View options in the Doctors tab:
- Doctor Groups
Sometimes it's convenient to see a subset of the working doctors on a day, e.g., just lady doctors or those with O&G qualifications. You can create and name a doctor group and then add doctors to it. One doctor can belong to several different doctor groups.
- Doctor and Resource Display Sequences
Controls what order doctors appear in the Branch View. It is usually best to place senior or full-time doctors on the left side (top of the list) and part-timers and locums on the right side of the screen (bottom of the list). Doctors will always be displayed before Resources (from left to right on the screen).
Custom colours
You can set the colours for unavailable slots and unscheduled times in the Appointment Book.
To change a default colour:
- In the Appointment Book, select View > Legend.
- Select the colour next to the Legend to change.
- Select a new colour from the Set Colours dialogue, then select OK.
