Adding and editing appointment service categories

You can create appointment service categories to organize appointment services by hygiene, aesthetic, orthodontic, surgical, general, or specialty procedures, or by doctor. If you do not want to create categories, you can use the default category for all your services. You can add and edit the appointment service categories as needed.

To add or edit a category

1.   In the Appointment Book, from the Tools button menu, click Services.

The Appointment Services window appears.

2.   Click Categories.

The Appointment Services Categories window appears.

3.   Do one of the following:

·        To add a service category, click Add.

·        To edit an existing service category, select a category, and then click Edit.

The Edit Appointment Services Category dialog box appears.

4.   Set up the following options:

·        Category Name – Type a name for the category. This field has a limit of 20 characters.

·        Description – Type a description for the category. This field has a limit of 100 characters.

5.   Click OK.

 

Need more help?

You can visit our website, contact EndoVision Customer Support, or suggest a new feature or improvement on User Voice.