Setting up 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 is warned and prompted to override.

To set up a time block

1.   In the Schedule toolbar, click the Setup button, and then click Provider Setup.

The Provider Setup dialog box appears.

2.   Select the provider you want to set up a time block for, and then click Setup.

The Provider Setup dialog box appears.

3.   Under Set Time Blocks, click Add.

The Block Settings dialog box appears.

 

4.   Type a short description of the block's purpose in the Time Block Name field, such as crowns, exams, and so on.

5.   Click the color button.

The Color dialog box appears.

·        Select a color to represent the block in Schedule.

·        Click OK.

6.   Select the days of the week that you want to set the time block for.

·        Click the Start and End search buttons.   

The Select Time dialog box appears.

·        Select the time by clicking the left arrow to decrease or the right arrow to increase the time, and then click OK.

7.   Under Assigned Op, select the operatory where these types of procedures are performed from the list.

8.   Under the Block Appt Type, select the appointment type that you want to assign to this time block from the list.

9.   To save your block settings, click OK.

Repeat steps 3 - 9 for any additional time blocks.