Configure Outcome Option In Scheduler
Description
Users may notice that the "Outcome" option is not visible in the scheduler when managing appointments.
This typically occurs when the Appointment Reason is not properly configured with an Outcome in the system settings.
1. Steps to Resolve
Follow the steps below to configure and enable the Outcome option:
- Navigate to Environment Settings
- Go to:
Environment Settings → Scheduler Settings → Appointment Reason
- Locate and Edit Appointment Reason
- Find the relevant Appointment Reason
- Click Edit
- Verify Appointment Type
- Ensure that:
Appointment Reason = Appointment Type
- Configure Outcome
- Select and specify the desired Outcome that should be used for this appointment type
- Save Changes
- Click Save
- Refresh Scheduler
- Refresh the browser tab OR
- Close and reopen the scheduler
- Verify
- Check that the "Outcome" option now appears in the scheduler
2. Expected Outcome
After completing the steps:
- The "Outcome" field becomes visible in the scheduler
- Users can now select and assign outcomes to appointments as intended
3. Escalation Criteria
Escalate the issue to second-level support if:
- The Outcome option is still not visible after configuration
- The Appointment Reason settings cannot be edited or saved
- The Outcome dropdown remains empty or unavailable
For escalation, provide:
- Screenshot of Appointment Reason configuration
- Screenshot of the Scheduler view
- Details of steps already performed
- User/environment details (if applicable)
4. Additional Notes
- Ensure that the correct Appointment Type mapping is used
- Changes may require a refresh or reloading of the scheduler to take effect
- Misconfiguration of Appointment Reasons is a common cause of this issue