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Managing Exams

Updated on: 11/12/2024

Exams

Within Aente, there is the Exams feature, a submodule that provides users with a view of appointments, displaying key information and offering label printing options. The interface is intuitive and easy to navigate, giving users two distinct ways to view: Table and Calendar

To view the appointments, the following prerequisites must be met:

  1. You must have a provider account.
  2. You must have the appropriate permissions.
  3. You must be associated with the business and the associated business of the appointments.
  4. You must be associated with the service of the appointment.

Viewing Elements

Table View

This option provides the viewing of appointments in table format and includes the following filters:

  • Creation Date
    Filters based on the date the appointment was created.

  • Appointment Date
    Filters based on the date selected for the appointment.

  • Services
    Filters based on the services associated with the appointments.

  • Provider
    Filters based on the provider responsible for the appointment.

  • Business
    Filters based on the business where the appointment was made.

  • Status
    Filters based on the status of the appointment, which can be:

    • Pending – Appointments that have not gone through any processes for up to one month.
    • Completed – Appointments that have gone through all processes and already have a result.
    • Canceled – Appointments that have been canceled.
    • In Progress – Appointments that are still being processed.

Calendar View

This option provides a calendar format view and includes the following filters:

  • Services
    Filters based on the services associated with the appointments.
  • Provider
    Filters based on the provider responsible for the appointment.
  • Business
    Filters based on the business where the appointment was made.

Label Printing

Individual

  • Search for the desired appointment using the filters above.
  • Click the green button in the Action column.
  • Check the information and click the Print button.
  • Follow the internal printing procedure.

Bulk

  • Search for the desired appointments using the filters above.
  • In the first column, click the checkboxes for the desired appointments.
  • Click the green button on the upper-right side.
  • Check the information and click the Print button.
  • Follow the internal printing procedure.