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Appointment Status Mini Directory

Appointment Status

The Appointment Status Mini Directory categorizes the status of appointments. Status Colors can be set for each status, which displays on all views of the Neos Calendar and Case Calendar.

NOTE: You must have Enabled, Add, Modify, and/or Delete permissions to Directories > Mini Directories as needed.

To add a new Appointment Status, click the + Add button. A blank entry will display in the first row of the grid. Double-click the Status field of the new entry to enter edit mode. Status is a required and unique field. Up to 35 characters can be entered in the Status column. New appointment statuses are Active and display white by default.

To set the Status Color, click the color chip to display the color palette. Choose the desired color and click the OK button.

Reports, such as "Calendar Report" can be run to locate calendar appointments by Appointment Status.

To delete an Appointment Status, click the delete icon to the far right of the entry.

  • Click the Yes button to delete the item if it is not in use. If it is being used, the item will be marked inactive.

  • Click the No button to abort the deletion.

Click the Save button to keep your changes.

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