Lupa allows you to add and change staff qualifications, notes templates, and personalise your flow chart. In this article, first you will learn how to add and change staff qualifications, then personalise flow chart statuses and finally, how to add and edit templates.
1. Staff Qualifications
1.1. Staff Qualifications allows you to select which employee can carry out certain appointment types. Check or uncheck the relevant boxes to assign qualifications to employees. Click Save in the top right corner once you have finished.
2. Flow Chart Statuses
2.1. Most of the flow chart statuses are locked. To create a new status by the In Progress status, click Add Status. You can change the name of the in progress status by writing over its current name. To delete a status, use the Bin icon or rearrange the order of the statuses using the icon to the left of a status. Click Save once finished.
3. Templates
3.1. In the Templates settings, you can see all of your appointment notes, consent and email templates. Click on the Edit button in the top right corner of each panel to edit saved templates.
3.2. To create new templates, click the Edit icon, then click Add Template, fill in all the fields, and click Save once you have finished.