How to Add/ Delete a Schedule Exception:
In CoAction, there are two places you can create a
Go to Admin
Select Provider, Edit Button
Schedule tab, Exception Schedule tab
- In Reason box: fill in Reason for the Exception
- Provider will be: Select- in or out of the office
- Provider will be: fill in Start & End Date/Time for the exception
- Click on ADD
- Once the Exception is displayed, Select Save.
(This option is for Out of the office Exceptions Only)
Go to Appointments
Go to the appointment book
- Select the date you are needing to add the Schedule Exception on
- Click starting time and drag the mouse down to the finishing time the Exception stops for that day (you will see the times highlight in blue)
- When you have all times highlighted, Right click the blue area, select Create Exception.
- Add in the reason for the Exception and Save.
- You will know it has been entered correctly as the area you selected will be displayed with the reason for Exception.
To Delete a Schedule Exception:
There is only one place to delete a Schedule Exception in VitaLogics.
Go to Admin
- Select Provider Exception was created for
- Click on Edit
- Schedule Tab, Exception Tab
- Find the Exception in list
- Select the Red X to Delete
- Select Save