EARLY ACCESS ONLY
You can now add a time pattern to an appointment to represent who is providing care to the patient during the appointment. You can use these assignments to help you maximize your productivity and the use of all operatories.
Also, with provider time specified for appointments, when you schedule overlapping appointments with a given provider, the double-booking warning message does not appear if the assigned provider times for those appointments do not overlap. Even if they do overlap, there is a location setting that can override displaying the message.
Configuring Warning Message Settings
As in previous versions, whether the double-booking message can appear or not is controlled by the Warn when double-booking switch on the View menu of the Calendar page.
In this version, for each location, you can now specify if you want warning messages to appear when someone schedules appointments outside of operatory availability, location hours, and provider availability in each location. Also, you can now specify if you want double-booking warning messages to appear when someone schedules appointments where assigned provider times overlap.
To configure these settings, do the following:
1. On the Settings menu, click Location Information.
The Location Information page opens. There is a new section called Calendar Settings.
2. To keep warning messages enabled, leave the Warn when scheduling outside of operatory availability, location hours, and provider availability switch set to Yes.
3. With the first option enabled, the For Provider availability, only warn when the provider time (X’s) pattern overlap switch is available. To have double-booking warning messages appear if assigned provider times overlap, set the switch to Yes. With the switch set to No, double-booking warning messages appear if any time appointments with the same provider overlap regardless of the assigned provider times.
Note: These warning messages are not applicable for provider availability if the Warn when double-booking switch is set to Off for the calendar view.
4. Click Save.
Adding a Time Pattern
To add a time pattern to an appointment that you are scheduling or editing, do the following:
1. Click Add Time Pattern.
The Add Time Pattern dialog box appears.
Note: By default, None is selected for each time increment of the appointment, so the time pattern bar on the left edge of the appointment tile is blank.
2. For each Time increment, either leave None selected, or select Assistant, Provider, or Chair.
Note: As you specify the time pattern, the Symbols column is updated automatically:
- Assistant time (/)
- Provider time (X)
- Chair time (-)
- None (blank)
3. To change the appointment length, select a different option from the Length list.
Note: If adjusting the length of the appointment (either in this dialog box or on the Appointment Information panel) adds time increments, each of those time increments will have None selected by default.
4. Click Add.
5. Set up or change other appointment details as needed, and then click Save.
The applicable symbols for each time increment appear on the time pattern bar on the left edge of the appointment tile.
