icon.The Clinic Booking System (CBS) is designed to provide a solid and simple system for managing a clinic's clinical bookings. It is designed around the idea that Clinicians have defined Sessions which can be booked by Clients.
It is a requirement of CBS that you have Javascript Enabled.
Basic navigation between the sections of the application can be done through the navigation bar that appears at the top of each page. The navigation breaks the application's functions into 5 headings:
There are also some shortcut addresses available. For example, if you want to view the clinic report for October 8, 2006 - point your browser to:
http://_servername_/reports/2006-10-8/
To view the calendar schedule for November 13 2006, the address in your browser would be:
http://_servername_/2006-11-13/
To view the calendar for a specific clinician use the format last name, first name:
http://_servername_/2006-11-13/smith, john
Note that if you have two clinicians (or more!) with the same first and last names, this will display the first of them (the earliest added to the system).
To quickly create a session:
To quickly book a session:
A list of all the clinicians in the system (grouped by discipline) is available on the clinicians page (accessible from the menu at the menu at the top of each page). This list will give you the phone number of each clinician and an email link allowing you to send an email to the clinician.
The clinician list page also lets you add, edit, remove and view more information about clinicians.
There are four views available for an individual clinician:
The calendar view is one of the most important pages in the CBS application. It allows you to view the schedule (both booked and available sessions) for any given clinician. It also allows you to create new sessions, edit session times and manage bookings easily.
To view the calendar, click the Calendar link at the top of each page. It can also be reached from the Clinician and Session view and clinic reports pages.
On the left of this view is a panel that controls what the calendar displays. At the top of this panel is a small calendar which allows you to select the date to display. Clicking a month will change the month displayed on the mini-calendar and clicking the left or right arrows will change the year. Clicking on a day in the mini-calendar will set the week displayed to the week containing the selected date.
Beneath the mini-calendar is a dropdown box containing all the disciplines. Below this is a list of all the clinicians in the selected group. To select a clinician to view, select the discipline group from the dropdown box. This will then display a list of all the clinicians in this discipline. Clicking the clinician's name will display the schedule.
A client list shows a list of all the clients that have bookings (past or present) for a particular clinician's sessions.
To access the client list for a clinician, select client list under the clinician's name on the clinicians list.
A booking list shows a list of all the bookings the selected clinician has in the future (from today onwards).
To access the booking list for a clinician, select bookings under the clinician's name on the clinicians list.
A available session list shows a list of all the unbooked sessions the selected clinician has in the future (from today onwards).
To access the available sessions list for a clinician, select available sessions under the clinician's name on the clinicians list.
To add a clinician, select the add clinician link on the clinicians list.
This will present you with a form to fill in the details for the new clinician. At a minimum, you must give the clinician a valid first name, last name and email address. Select the discipline (clinician group) this clinician belongs to.
When you have completed filling in the form, press create. If there is a problem with the information you provided, you will be returned to the form with a message informing you of any issues. To cancel creating a new clinician, press the cancel button.
To edit a clinician, select edit from the clinician list or any of the specific clinician views (client list, bookings or available sessions). This will bring up a form similar to the add clinician form, with the clinician's details filled in. Make the changes you require and then press save. Press cancel to abandon any changes.
Warning: Deleting a clinician will remove all the clinician's clinical sessions and associated bookings!
To delete a clinician, select the delete link from the clinician's bookings, client list or available sessions page. You can also select delete from the clinician lists.
Clinicians are grouped by the discipline they belong to.
To manage the discipline groups available, go to the clinicians page and select Manage Disciplines. From there you will be able to create new groups as well as edit or delete existing groups. When creating a discipline, you can give it a description (optional) that describes which type of clinicians should be grouped into it.
Warning: Deleting a discipline will delete all clinicians and their sessions (and bookings)!
Clients are people who book into clinical session to see a clinician. A client may see many clinicians, but can only be booked to see one at a time.
A list of all clients in the system is available on the clients page. The list is paginated, meaning it only displays a number at a time. To view the next page, press the next page link at the bottom right of the list.
The client list page also lets you add, edit, remove and view more information about clients.
You can view more detailed information about a client by clicking the view link next to the client's name in the client list. This page will also display all the bookings this client has. Bookings that are in the past are grayed out.
To add a client, click the add client link from the client list page.
Each client must have a first name, a last name and a record number. The record number can only contain letters and numbers, and must be unique to that client.
Once you have completed the form, click create.
To edit a client, select the edit link from the client list or the specific client's page.
This will display a form with the client's details. Make the desired changes and then press save to confirm. To abandon the changes, click cancel.
Warning: Deleting a client will remove all the client's bookings.
To delete a client, select the delete link from the client list of from the client's detail page. The system will then prompt you to confirm the deletion. If you press OK, the client will be deleted permanently.
Clinical sessions are time slots designated by clinicians during which time they are available to consult with a client.
They are visible on the calendar display (white if unbooked). They are also listed in other places, like the clinic report, which displays all the sessions for the selected date. To quickly view the report for a day from the calendar, click the date at the top of the calendar column.
You can get a more detailed page for a session from the clinic report by clicking the icon.
The simplest way to create a session is to set the calendar to be displaying the date you want the session and clinician for whom you are going to create the session. Now click on the display at the point you want the session to begin. This will take you to the add session form with the defaults set a one hour session starting at the time and date you selected (with the clinician you were viewing).
You can select the clinician from the drop down box on the form (it is sorted into disciplines). The time and date from the start and finish of the session can then be set.
Sessions can be edited at anytime even if there is a booking for the session. The system will not warn you that you are editing a session which is booked, so you should check to ensure the client is notified of the change.
Sessions can be edited from the calendar by clicking edit or from the clinic report by clicking the 
icon.
Warning: Deleting a clinical session will delete any associated booking.
An unbooked session can be deleted from the calendar by clicking the delete link. Any clinical session can be deleted from the clinic report page by clicking the 
icon.
Any client can book in to any clinician's clinical session, provided that client is not already booked at the time and the clinical session is not booked by another client.
You can book into an unbooked session from the clinic report by clicking the 
icon.
You can also book a session from the calendar by clicking the book link.
Now all you have to do is select the client and then pressing book.
To select the client, you can either:
icon to get a list of clients. Select the radio button next to the correct client and press select. You can cancel a booking for a booked session from the clinic report by clicking the 
icon.
You can also cancel a booking from the calendar by clicking the cancel link.