Setting up an operatory schedule

Occasionally, you may need to change the hours that a particular operatory is available. In Dentrix Enterprise, you can change an operatory's hours at a clinic for a given day. Changing an operatory's availability for a day does not make changes to any scheduled appointments. For example, if appointments are scheduled in a given operatory for March 5th, and then you adjust the operatory's available so that appointments are scheduled outside of the operatory's new availability for March 5th, those appointment remain scheduled outside of the operatory's availability on March 5th.

Note:

You cannot change the available hours or add available hours for a day that a clinic is closed according to the clinic's default schedule.

An operatory's schedule for a clinic applies to all computers and every Appointment Book view with that clinic and operatory assigned to it.

Configuring an operatory's schedule for Appointment Book requires the "Appointment, Setup Operatory" security right.

To customize an operatory's schedule for a particular day

While viewing the operatories for a clinic in Appointment Book (the view does not have be displaying all operatories), on the Setup menu, click Operatory Setup.

If applicable, do one of the following:

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

If your user account has been granted the "Appointment, Setup Operatory" 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 "Appointment, Setup Operatory" security right, have a user with permission temporarily override this restriction so you can set up operatories 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 "Appointment, Setup Operatory" security right. To have a user with permission temporarily override this restriction so you can set up operatories this one time, do the following:

On the message, click Yes.

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

The Operatory Setup dialog box appears.

In the list, select the correct operatory.

Click Schedule.

The Schedule Calendar for dialog box appears for the selected operatory.

Note: The closed days and holidays for the clinic appear for your reference.

Click the Back or Forward button to navigate to the correct month.

Do any of the following as needed:

To override the operatory's default availability for a day, do the following:

Double-click an available day.

The Set Time Limits dialog box appears.

In the Set Time Limits dialog box, you can divide up the available hours for the day into one to three time ranges. The operatory 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.

To restore the operatory's default hours for a day, do the following:

Select an available day whose available hours have been overridden.

On the menu bar, click Reset Hours for Selected Date to restore the operatory's default hours for the selected day if the hours were overridden. The box for that day returns to its normal gray color, and the default times reappear.

Click Close.