Finding available time blocks

By using time blocks, you can reserve specific times in the Schedule for certain appointment types, such as crowns, exams, and so forth. Once you have set up and activated Easy Day planning, you will see a colored border surrounding the blocked time that contains the time block name and the provider assigned to that block. Anyone attempting to schedule an incorrect procedure during the blocked time receives a warning and is prompted to override.

To find an available time block

1.   In the Schedule toolbar, click the Schedule Appointment button, and then select a patient.

The New Appointment Information dialog box appears.

2.   Change the appointment provider if necessary.

3.   To assign reasons for the appointment, click Tx or Initial.

The Select Initial Reasons dialog box appears.

4.   Select a reason for the appointment, and then click OK.

The appointment type assigned to this procedure code is pulled in.

Note: If you select more than one procedure code, the appointment type for the first procedure code you selected is assigned to the appointment. You may also change the appointment type as needed.

5.   Click Find.

The Find New Appointment Time dialog box appears.

6.   Under Select Time Block, click Search By Time Block, and then from the list, select the appropriate time block.

·        Click Search/View.

The Available Appointment Times dialog box appears.

·        Select a time, and then click View to display the date and time of the appointment in the Schedule.

·        Click Select to select a time.

7.   To schedule the appointment, click OK.