How to do Optometrist Scheduling

How to do Optometrist Scheduling

Product version:

iVend Optical 2.0

Product Query:

How to do Optometrist Scheduling

Solution:

This knowledge base article provides an overview on the process of scheduling an Optometrist in iVend Optical 2.0.
Optometrist Scheduling
It is a process in which an Optometrist [Vendors designated as Optometrist in the system] is made available at the Store for customer eye check-up or prescription process. On the Book Appointment screen, appointments can be entered against this schedule.
The Calendar is highlighted in differing colours to show when an Optometrist is available.
Any schedule created may be cancelled, linked to an appointment or the Optometrist may be replaced with another Optometrist (depending upon their availability).


Steps to Perform for Optometrist Scheduling
Follow these steps to schedule an Optometrist:
1. Log into the iVend Management Console application.
2. Go to: Administration > Optical Configuration > Optometrist Scheduling to open the Optometrist Scheduling screen.

3. In the Optometrist Scheduling screen, select the “Optometrist Scheduling - [New]” panel. If this panel is not visible, then enable it from the Settings panel.


4. Select the Store on which Optometrist is to be scheduled.
5. Select an Optometrist from the list of active Optometrists in the system.;
6. Select “From Date and “To Date” from the calendar for the schedule for a given Optometrist.
7. Select “Start Time” and “End Time” for the schedule for a given Optometrist.
8. Enter the “Break Start Time” and “Break End Time” for the schedule (if required).
9. Enter the comments or notes in the Notes section (if required).
10. Select the “Send Notifications” checkbox if Email or SMS Notification is configured in Administration > Optical Configuration > General Settings > Email/SMS Notification > Schedule Confirmation and Email and Mobile Phone fields are configured in Operations > Business Partner > Vendor.
11. Select the applicable days by marking the checkbox against each day.
12. Click the [Save] button.


Field/Button

Description/Activity

Optometrist

Store

Displays the name of current store.

In case of the system being in Enterprise mode, the user can select and create a schedule for any of the listed stores.

Optometrist

Select the available Optometrist for the schedule.

From Date

Pick the Start Date for the Optometrist Scheduling from the calendar

To Date

Pick the End Date for the Optometrist Scheduling from the calendar.

 In case of a single day schedule, select the same date for the “To Date” as selected for the “From Date“. You can always pick a different date in the “To Date” for continuous scheduling.

Start time

Enter the Start Time of the schedule for the selected Optometrist. (Applicable for all days in case of a continuous schedule.) Make sure that the “Start Time” is not earlier than the Store’s “Start Time”.

End time

Enter the End Time of the schedule for the selected Optometrist. (Applicable for all days in case of a continuous schedule.)  Make sure that the “End time” does not exceed the Store’s “End Time”.

Break Start time

Enter a Break Start Time for the Optometrist in the event that a break is needed in-between schedules.

Break End time

Enter a Break End Time for the Optometrist in the event that a break is needed in-between schedules.

Note

You can write any note or comment specific to the schedule as desired.

Status

Defines the status of the given schedule. For New schedules, the status is by default, Open. Once the schedule is created, the user can cancel the schedule by just changing its status to Cancelled.

Send Notifications

Choose this option to send an Email or SMS Notification to the Optometrist once a schedule is created or updated.

Days

Select the days for which a given Optometrist’s schedule is applicable . Only those days of the week are visible that are marked as Working Days in the Optical Settings screen for the selected Store.


Reference

Refer to the iVend Optical Solution – User Manual for further information.


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