Adding operatories

You can add operatories as needed. Operatories appear on the schedule as columns where you can schedule appointments and events.

Note: Operatories are location specific (each location of your organization has its own operatories).

To add an operatory

1. If you are not already viewing the correct location, select it on the Location menu.

2. On the Settings menu, under Location, click (or tap) Operatories.

   The Operatories page opens.

3. Click (or tap) Add Operatory.

   

   The options for adding an operatory become available.

   

4. Enter a name and a description, specify a display order, and specify the status.

   Set up the following options:

   • Name - A unique name for the operatory (up to 10 characters in length). This name will appear at the top of the corresponding column on the schedule.

   • Description - A unique description for the operatory (up to 25 characters in length).

   • Display Order - The number of the next available position is selected automatically. Do one of the following:

     • To insert the operatory as the last one in the display order, leave the number of the next available position selected.

     • To insert the operatory somewhere in the existing order, select the number of the preferred position for this operatory in the display order.

       Note: The other operatories' display orders will update automatically as needed.

     

   • Status - You can schedule appointments and events in an Active operatory, but an Inactive operatory will not appear on the schedule and will not be available for selection from the View menu of the schedule.

5. Click (or tap) Save.

   Note: If an event for all operatories has been scheduled previously, that event is added automatically in the operatory that you just added.