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 Appointment types or categories allow you to define blocks of time for a specific type of appointment or activity (e.g. Med Evals). You can then schedule patient appointments within these blocks of time.
Setup categories
| 1. | Select Appointment Types List from the File menu. |
| 3. | Type a name for the category in the Type field under Add Appointment Type. |
| 4. | Click the down arrow button to select a color in the Code field. |
| 5. | Click Save. The color and the type are listed in the Appointment Types window. |
| 6. | Click the Close button when you have finished entering Appointment Types. Now that you can schedule blocks of time by Appointment Types or categories. |
To edit an appointment type, select it from the list and click Edit.
Click Delete to delete a selected appointment type.
Schedule blocks of time by Appointment Types
To define your time blocks within the scheduler, select a beginning time slot in the Day of Week View, or drag mouse down over slots to highlight a block of time.
| 1. | Select New Appointment...Schedule Appointment Type from the menu, or right-click and select Schedule Appointment Type. |
| 2. | Select an appointment type from the drop-down list. Click Ok. |
Once a block of time is scheduled for a specific activity, you can create appointments within this block. Select a beginning time slot within the block of time defined above, by clicking an appointment time on the time bar or drag your mouse over the slots to highlight a block of time.
| 1. | Select New Appointment...Schedule Patient, or right-click and select Schedule Patient. |
| 2. | Enter end time and other information as needed. Click Ok. |
Search for Available Time in an Appointment Type
You can search Appointment Types for the next opening for a specific provider.
| 1. | From the Appointments menu, select .Search Availability...by Appointment Type. |
| 2. | Click the down arrow for a pick list of Appointment Types for 'Find 1st Available Appointment for.' Select a type from the list. |
| 3. | Enter the length of time for the appointment in minutes (e.g. 60). |
| 4. | If you are the Administrator, click the down arrow and select a provider. If you are a provider your name appears in the provider field. |
| 5. | Click the Search button. If there is availability, it will be listed with the date and the start and end times. |
| 6. | Select a time, and then click the Go To button to close the window and go to that time slot in the Scheduler. |
Click Cancel to exit without going to a selected date and time.
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