Daily Appointments

Appointment Screen helps you to Add new Appointments, Search Appointments by Date and you can see what are the appointments allotted for each Provider with Time.

The Status of Appointments will be highlighted in the color you chosen from the Appointments screen, If the Appointment has Invoice Will be in yellow.

Also Provider's WeekEnd and Break Time will be in Light Gray.

Adding New Appointments

  1. Select the Daily Appointment from Appointments menu.
  2. Click on the box given under the Date as per the time schedule that allotted for the Appointment.
  3. New Screen will popup, Type the Customer Name or Mobile or File# in Customer field and Customers list will be appear then select the require one.
  4. If new Customer and is not in Customer list you can add this Customer by selecting Customer file Screen from Customers Menu .
  5. Select the Date, time from, time to, Provider Name ,Status and Notes.
  6. You can Pick Status highlighted Color by clicking on Color Icon behind Status field.
  7. Click Save Button to Add new Appointment.

Edit Appointments

  1. Click on the Customer Name from Appointment that you would like to edit.
  2. Allow you to change the Customer Name, Date, Time From, Time To, Provider , Status and Notes.
  3. Press Edit Button to save the Changes.

Invoice Button
Invoice Button to make an Invoice for that particular Customer. The Steps to make an invoice are explained in the Invoice Page.

Follow Up Button
If the Customer is coming for the follow up Charge, Click on the Customer, set the date and time and click Follow Up button for booking a Follow Up Appointment.

Today Button
From Providers menu Click on Today Button is to see today's Appointments. Also allows you to see Appointments by Date or Provider.

Refresh Button
Appointment screen refresh itself automatically every 5 minuets to have all appointments will record continuously.
From Providers menu Click on Refresh button allow you to refresh the screen at any time.

Print menu

BodyCareGate Software allow different type of appointment reports.

  1. From Print menu Click Print Option.
  2. Select the duration from Date From & Date To.
  3. Select Provider from Provider drop down list.
  4. Type the Customer Name or Mobile or File# in Customer field and Customers list will be appear then select the require one.
  5. Press Print Button to view/print the report.

You can print result with group by Provider by check in Group By Provider box.

Graphic Reports

Appointments Graphic Reports show/Print number of appointments in specific duration with the appointments status to all Providers or to one Provider .

From Print menu Click Graph Print Option.

     Appointments & Status Per One Provider Report

  1. Click Appointments For One Provider Option in Graph Reports.
  2. Select the duration from Date From & Date To.
  3. Select Provider from Provider drop down list.
  4. Press Print Graph to view/print the report.

     Appointments & Status Per All Providers Report

  1. Click Appointments For All Providers Option in Graph Reports.
  2. Select the duration from Date From & Date To.
  3. Press Print Graph to view/print the report.

Options menu

You can select the Provider you want to start Appointments with. If You don't select any Provider, Appointments will start Automatically with the logged in User.
Also You can change appointment Grid cell's width and height , Defaults Button allows you to return default width and height.

* Can deleting appointment by select it from the right appointment list and change the Status from Status drop down list to cancelled.