There are multiple purposes of appointment code groups including:

o Filter when searching for openings for appointments

o Filter and aggregate data for reports

o Filter for advanced client search

Titanium already contains groups by appointment type (individual, group, other) and intake, so you do not need to create groups for those purposes.  An appointment code can be included in as many groups as desired.  

 

If you deactivate an appointment code, you will need to edit to remove the code from any groups.  

 

To create groups:

1.From the calendar screen, click Settings > System Settings.

2.Click the Appointments tab.

3.Click the Appointment Code Groups button.

4.Use the list screen to create a list of appointment code groups.  

5.Click Save.

6.Click Edit.

7.For each group, click the Group Members button.

8.Use the list screen to add appointment codes to the group.

9.Repeat Steps 4 - 8 to create all desired groups.

10.Click Save.

11.Click Exit.