Scheme types link appointments to recalls, forms and record printing. An appointment type assigned to the scheme type Eye Exam, will mean during clinic preparation if the patient is entitled to an NHS exam a GOS1 form will be printed. It also means that an eye exam paper record will be printer (rather than a contact lens paper record)

The scheme type to appointment type link is also important if you have the feature ‘arrival resets recall turned on (branches tab). If this feature is turned on when a patient attends an appointment the system checks the scheme type linked to the appointment, if the patient has a recall communication in the pending communications section of their record of the same scheme type it will automatically update their communication send date. This is a failsafe so that if the patients recall does not get updated the patient does not receive a recall reminder shortly after attending an appointment.

In the maintenance module navigate to the Appointment Types tab.

Scheme type link set up is located on the bottom right of the page.

1. Select the scheme type that the appointment will belong to from the drop-down list.
   
2. Select the appointment type from the drop-down list.
   
3. Click add.