Setting up a clinic

For each clinic, you can customize the hours of operation and the scheduling intervals (time blocks), which are used in Appointment Book and throughout Dentrix Enterprise. Also, you can customize workstation-specific settings for Appointment Book: appointment defaults, background colors, the toolbar position, and the time bar on the right.

Notes:

Clinic-specific settings apply to all computers and every Appointment Book view with that clinic assigned to it.

Workstation-specific settings apply to all clinics and users, regardless of Appointment Book view being used, but only on this computer.

Configuring the clinic setup for Appointment Book requires the "Appointments, Setup Clinic" security right.

To setup a clinic

In Appointment Book, on the Setup menu, click Clinic Setup.

If applicable, do one of the following:

If the Password - Appointments, Setup Clinic dialog box appears, user verification has been assigned to the "Appointments, Setup Clinic" task. Do one of the following:

If your user account has been granted the "Appointments, Setup Clinic" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Appointments, Setup Clinic" security right, have a user with permission temporarily override this restriction so you can set up the clinic that you are currently logged in to. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Appointments, Setup Clinic" security right. To have a user with permission temporarily override this restriction so you can set up the clinic that you are currently logged in to, do the following:

On the message, click Yes.

In the Password - Appointments, Setup Clinic dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

The Clinic Appointment Book Setup dialog box appears.

By default, the clinic that you are currently logged in to is selected in the Clinic list. To configure the settings for a different clinic, select that clinic.

Note: The list includes only the clinics for which you have been granted access to configure the clinic setup.

If the Password - Appointments, Setup Clinic dialog box appears when you change the Clinic, user verification has been assigned to the "Appointments, Setup Clinic" task. Enter your credentials in the User ID and Password boxes, and then click OK.

Set up the following options as needed:

For the selected clinic (on any computer):

Default Schedule - For each day of the week that the selected Clinic is normally open, to set the working hours, do the following:

Do one of the following:

If the checkbox is selected, but you want to close that day, clear the checkbox. Ignore steps b-c.

If the checkbox is clear, but you want to enter the hours for that day, select the checkbox.

The Set Time Limits dialog box appears. Proceed to step b.

If the checkbox is selected, but you want to change the hours for that day, click the search button .

The Set Time Limits dialog box appears. Proceed to step b.

In the Set Time Limits dialog box, you can divide up the working hours for the day into one to three time ranges. The office is considered closed during times that are not included in the specified time ranges. For each time range, do any of the following to add or edit the Start Time and/or End Time as needed:

Enter a time in the corresponding box.

Note: You can enter a time using various formats. For example, you can type 8a, 8am, or 8 AM; 1p, 1pm, or 1 PM; 8:30a, 8:30am, or 8:30 AM; or 1:30p, 1:30pm, or 1:30 PM.

To use the time selector, do the following:

Click the corresponding search button .

The Select Time dialog box appears.

Do any of the following:

Drag the slider left or right to decrease or increase the time.

Click the left arrow button to decrease the time one appointment unit at a time (the length is determined by the clinic's time block size).

Click the right arrow button to increase the time one appointment unit at a time (the length is determined by the clinic's time block size).

Click between the slider and the left arrow to decrease the time one hour at a time.

Click between the slider and the right arrow to increase the time one hour at a time.

Click OK.

Note: None of the time ranges can overlap.

Click OK.

Time Block Size - Select the time block size option that fits the scheduling needs of the selected Clinic. You can schedule your appointments in 5-minute, 10-minute, 15-minute, 20-minute, or 30-minute intervals.

Note: When you are setting up a procedure code, you can specify time blocks, which represent how long the procedure will take to complete. Dentrix Enterprise stores this information in units, not actual time; as a result, changing the time block size changes the allocated time for your procedure. For example, if your practice uses 10-minute time blocks, a procedure that takes 60 minutes needs 6 units (6 X 10 = 60). However, if you then change the time block size to 15 minutes, the procedure still uses 6 units, but instead of being 60 minutes, the procedure is now 90 minutes (6 X 15 = 90). You would need to adjust the procedure's settings to use 4 units to return the procedure to its 60-minute allocation (4 X 15 = 60).

For all clinics (on this computer only):

Default Appt. Settings - Set up the following options:

Status - Select the default appointment status for each new appointment.

Schedule - Select Fixed, Open, or ASAP to specify the default scheduling type for each new appointment.

Type - Select the default appointment type for each new appointment.

Break - Select No Show, Phone Cancellation, or In-Office Cancellation to specify the default reason for breaking an appointment.

Screen Color - Appointment Book displays the office's open times and closed times in different colors. By default, open times have a yellow background, and closed times have a grayish-yellow background. Do any of the following as needed:

To modify the open color, do the following:

Click the colored button next to Office Open.

The Color dialog box appears.

Do one of the following:

To use a basic color as is, under Basic colors, select the desired box.

To define and use a custom color, do the following:

Under Basic colors, select the box of a color that is similar to the one you want to define.

Click Define Custom Colors to expand the dialog box.

Notes:

If you know the specific HSL color values you want, enter them in the Hue, Sat (for saturation), and Lum (for luminosity) boxes.

If you know the specific RGB color values you want, enter them in the Red, Green, and Blue boxes.

Click anywhere on the rainbow swatch, or drag the cross hairs to any location on the rainbow swatch.

Click anywhere on the narrow horizontal luminosity bar, or drag the arrow up or down to brighten or darken the color.

Click Add to Custom Color.

Under Custom colors, select the box of the newly-added color.

Click OK.

To modify the closed color, do the following:

Click the colored button next to Office Closed.

The Color dialog box appears.

Do one of the following:

To use a basic color as is, under Basic colors, select the desired box.

To define and use a custom color, do the following:

Under Basic colors, select the box of a color that is similar to the one you want to define.

Click Define Custom Colors to expand the dialog box.

Notes:

If you know the specific HSL color values you want, enter them in the Hue, Sat (for saturation), and Lum (for luminosity) boxes.

If you know the specific RGB color values you want, enter them in the Red, Green, and Blue boxes.

Click anywhere on the rainbow swatch, or drag the cross hairs to any location on the rainbow swatch.

Click anywhere on the narrow horizontal luminosity bar, or drag the arrow up or down to brighten or darken the color.

Click Add to Custom Color.

Under Custom colors, select the box of the newly-added color.

Click OK.

Dentrix Enterprise users typically find that the default color choices are easiest to read. If you have modified the color options and want to reset them to the original colors, click Default Colors.

Button Bar Orientation - To specify where you want to position the toolbar, select one of the following options:

Horizontal - To position the toolbar near the top of the window.

Vertical - To position the toolbar along the left edge of the window.

View Time at Right - To display a time bar on the right side of the schedule in addition to the one that appears on the left, select this checkbox. With this checkbox clear, a time bar appears only on the left.

Click OK.