Add recurrences to an allied health appointment

Lumary AH - This article explains how to create a repeating series of appointments using the recurrence options.

If you're booking an appointment and want to create a repeating series, for example, every Friday morning from 10-11 am, you can do this using the Add recurrence options. You can do this for both individual appointments and group appointments.

There are a few points at which you can add appointment recurrences. The steps are a bit different depending on which option you use.

Starting point	Steps
When you're first setting up an appointment	On the Finalise screen of the New Session, put a tick in the Add Recurrence checkbox.
After the appointment has been saved	Find the appointment in the calendar. Click on the appointment to open its details in a panel on the right. Click on the text link of the appointment subject at the top to open its record. In the Recurrence section, set the toggle to Active.

This will open the recurrence fields, which you can use to set how the appointment should repeat. Complete the fields as explained below.

Field	Input
Repeat every	You can choose how often an appointment recurs. Type a number and then click on the drop-down list to select Day, Week or Month.
Ends	Select On or After. If you select On, use the calendar tool to select a date when the recurrence will end. If you select After, type the number of times that you want the session to recur.

Recurrences and worker availability 

When scheduling a recurring appointment, if any of the selected workers are unavailable for certain dates, you will receive an error message. This message will highlight the affected dates and prompt you to skip them.

To proceed, use the toggle option provided to skip unavailable dates for all workers. The system will then generate appointments only for the dates that do not appear in the error message.

Example:
You are booking a recurring appointment every Monday for four weeks. One of the selected workers is unavailable on the second Monday. When you attempt to save the appointment, an error appears, listing the unavailable date. You can then choose to skip that date for all workers using the toggle. The system will schedule appointments only for the remaining three Mondays.