Sending a pre-defined appointment to one employee

Select Occupational Health > Resources.

Select the check box for an assignment

Click the Set Appointment action.

You might be required to select to view the action.

Select the Pre-Defined Appointment check box.

Specify this information:

Health Email Template: Select a template to use for this appointment. If a suitable template is not available, then you can create one.
See Defining email templates.
Occupational Health Appointment: Select a pre-defined appointment. If a suitable appointment is not available, then you can create one.
See Adding a pre-defined appointment.
Comments: Optionally, add comments to track with this appointment.

Click Submit.

Note: If you later must change this appointment, then you can only change to another pre-defined appointment.