Customized Appointment Fields

The latest release of E-Z Schedule Appointment Manager provides the ability for users to define up-to ten (10) custom data fields for individual appointments.  Through our custom programming services, we can now provide reports (and exports) on data specific to the way your business operates!

The syntax for configuring customized appointment fields is as follows...

Appointment Field=nField=cFieldLabel;cType;cParam1;cParam2;...cParamN

where nField = a numeric (1-10) identifying the position of the data in the database.  (This position allows you to later reorder the fields on the appointment dialog without losing data mapping.) This field must be unique and must stay with the line definition once appointment data has been saved.

cFieldLabel = The label prompting the field input on the appointment dialog

cType = The data type of the field as follows: C=Character, N=Numeric, $=Currency, D=Date, M=Multiple Choice (Radiobutton), L=Dropdown List

cParam1-N = Additional field parameters as follows:

For Character:  Param1=The picture mask for the field, if so desired
For Numeric and Currency Fields:

Param1=A formatting mask for the field, if so desired
Param2=Value Lower Limit
Param3=Value High Limit

For Dates:

Param1=Value Lower Limit (Use "TODAY" for current date)
Param2=Value High Limit (Use "TODAY" for current date)

For Multiple Choice:  Param1-4 are choice labels.
For Dropdown Lists:  Param1-N are list entries.

  (For Long Dropdown Lists, you may add multiple statements by repeating the line up and including to the Type specification, keeping the nField parameter the same and altering the list entry parameters.)

 

For extra functionality, you may now add standard costs to your appointment types.  The appointment type definition has been altered slightly to accommodate this enhancement as follows:

Type=nCode=cTypeLabel; nBlockColor; nApptLength; nFee; cAccessList

where "nFee" is the standard fee to be charged for that appointment type.  To define which appointment field will be automatically populated with the standard fees, add the following statement to your configuration:

Appointment Fee Field=nField

where "nField" is the field number assigned to desired field defined above.

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Examples:

To Set up a Simple Character Field
Appointment Field=1=Referred By;C

To Set up a Simple Date Field
Appointment Field=2=Date Paid;D

To Set up a Date Field with Range Limits
Appointment Field=3=Date Paid;D;Today;12/31/2025 or
Appointment Field=4=Date Paid;D;01/01/2000;12/31/2025

To Set up a Simple Numeric
Appointment Field=5=Population;N;9,999,999
To Set up a Numeric with Range Limits
Appointment Field=6=Population;N;9,999,999;-1000000;2500000

To Set up a Currency Numeric
Appointment Field=7=Amount Due;$;99,999.99
To Set up a Currency Numeric with Range Limits
Appointment Field=8=Amount Due;$;99,999.99;0;50000

To Set up a Multiple Choice
Appointment Field=9=Paid By;M;Check!;Cash;Credit;Stamps
An exclamation point (!) in any choice parameter will not be displayed and will set that choice as the default.

To Set up a Dropdown List
Appointment Field=10=Referrer;L;Dr. Jones;Dr. Perry;Dr. Smith 

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Try this configuration to get familiar with the appointment field statements and what they do.   Cut and paste the block below into your E-Z Schedule Configuration, restart and add an appointment.

Start Copying Here à

****** Custom Appointment Fields *************
Appointment Field=1=Appt. Fees;$;99,999.99;0;50000
Appointment Field=2=Amt. Collected;$;99,999.99;0;50000
Appointment Field=3=Paid By;M;Check!;Cash;Credit Card;
Appointment Field=4=Referrer;L;Dr. Jones;Dr. Perry;Dr. Luber
Appointment Field=4=Referrer;L;Dr. Brenner;Dr. Lerner;Dr. Smith
Appointment Field=5=Ref. Date;D
ß End Copying Here