Appointment Mapping For Conversions
This only applies if you are importing Appointments from your old PM.
To import Appointments from your legacy PM to your new PM correctly, it is necessary to map Appointment Type IDs from the previous system to the equivalent Appointment Type in the new PM. If there are Appointments from multiple locations or facilities and multiple resources exist, these will need to be mapped as well.
For instance, in your legacy PM, a New Patient Appointment may have an ID of "NewPT" and in your new PM, the ID is "NP". You would map "NewPT" = "NP".
Open your new PM System.
Multiple Appointment Types can be mapped to one Appointment Type by entering the same Appointment Type ID in multiple rows of the Appointment Type Mapping Spreadsheet.
If appointments from multiple locations or facilities and multiple resources exist, it is necessary to map these.
If these values are required, they will be included on the same mapping spreadsheet as the Appointment Type IDs. Appointment Resources are located in the Schedule Setup under the Resources tab.
To access Service Facilities choose Libraries on the left sidebar menu and select Service Facilities. Only include facilities where you plan to schedule appointments.