You can customize the work hours, colors, and time blocks for each provider in each clinic. Also, you can set up a provider for more than one clinic; and when setting up the provider's default schedule, Dentrix Enterprise will warn you if the scheduled hours overlap in other clinics.
Note:
A provider's settings for a clinic apply to all computers and every Appointment Book view with that clinic and provider assigned to it.
Configuring the provider setup for Appointment Book requires the "Appointments, Setup Providers" security right.
To add, edit, or remove a provider
In Appointment Book, on the Setup menu, click Provider Setup.
If applicable, do one of the following:
If the Password - Appointments, Setup Providers dialog box appears, user verification has been assigned to the "Appointments, Setup Providers" task. Do one of the following:
If your user account has been granted the "Appointments, Setup Providers" 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 Providers" security right, have a user with permission temporarily override this restriction so you can set up providers this one time. 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 Providers" security right. To have a user with permission temporarily override this restriction so you can set up providers this one time, do the following:
On the message, click Yes.
In the Password - Appointments, Setup Providers dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Provider 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 providers at a different clinic, select that clinic.
Note: The list includes only the clinics for which you have been granted access to configure the provider setup.
If the Password - Appointments, Setup Providers dialog box appears when you change the Clinic, user verification has been assigned to the "Appointments, Setup Providers" task. Enter your credentials in the User ID and Password boxes, and then click OK.
Do any of the following as needed:
To remove a provider, do the following:
Click Add Provider.
The Select Provider dialog box appears.
In the lower list, select the correct provider.
Click Remove Provider(s) From List.
Note: Removing a provider requires the "ApptBook, Remove Prov" security right.
Click OK.
A confirmation message that appears and warns you that the provider will also be removed from all Appointment Book views with the clinic assigned to it.
Click Yes. Ignore steps 5-6.
To add a provider, do the following:
Click Add Provider.
The Select Provider dialog box appears.
Under Search By, select the option that corresponds to which clinics you want to search for the provider in:
This Clinic - The clinic that you are currently logged in to.
All Clinics - The clinics to which you have been granted access to configure the provider setup.
My Clinics - The clinics to which you have been granted the "My Clinics, Select Provider " security right.
Enter your search criteria in either of the following boxes:
ID - Enter all or part of a provider's ID.
Last Name - Enter all or part of a provider's last name.
Click
the search button 
.
The matching primary and secondary providers appear in the upper list.
Note: For a provider to be included in the search results, a Log On User ID must have been set up for that provider.
In the upper list, select the correct provider.
Click Add Provider(s) To Selected List to add the selected provider to the lower list.
Click OK.
With the newly-added provider selected in the Provider list, click Setup.
The Provider Setup dialog box appears. Proceed to the step 5.
To edit a provider, do the following:
In the Provider list, select the correct provider.
Click Setup.
The Provider Setup dialog box appears. Proceed to the step 5.
Set up the following options as needed:
Default Schedule - For each day of the week that the provider normally works, to set the working hours, do the following:
Do one of the following:
If the checkbox is selected, but you want to remove the hours for 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 provider's working hours for the day into one to three time ranges. The provider is considered unavailable 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.
Provider Color - On the schedule, the appointments that are scheduled with the provider and the corresponding provider color bars appear in a color that you specify. To assign the provider a unique color, do the following:
Click the colored button.
The Color dialog box appears.
Note: The text on an appointment is black, so select a light color that contrasts enough with the black text.
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.
Note: Changing a provider's color, requires the "ApptBook, Change Prov Color" security right.
Set Time Blocks - Add, edit, and delete Perfect Day Scheduling time blocks as needed.
Click OK.