Adding and editing configurations

A configuration is an appointment book that consists of a group of chairs. Think of each configuration as a separate appointment book (for example, two practice locations would have an appointment book for each location). You can have a configuration for a particular doctor, hygienist, or location to view the Appointment Book in different ways.

To add or edit a configuration

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

The Appointment Book Configurations window appears.

2.   Do one of the following:

·        To add a configuration, click Add.

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

The Appointment Book Configuration dialog box appears.

3.   Set up the following options:

·        Name – Type the name for the configuration. This field has a limit of 10 characters.

·        Description – Type the description for the configuration. This field has a limit of 40 characters.

·        Units – Select the scheduling increments to use for the chairs associated with this configuration. You can split Appointment Book time slots into 5-minute, 10-minute, 15-minute, or 30-minute increments.

·        Location – Select the location to associate with the configuration. To set up a configuration with chairs from any location, select “<All Locations>” from the list.

·        Chair 1 – 20 – For each chair, select a chair that has been set up previously. A configuration can have up to 20 chairs.

·        Display how many chairs – Enter the number of chairs that you want to have displayed for the configuration in the Appointment Book.

·        Days of the Week – Select the days of the week that you want to use this configuration. The days that are not selected will be skipped as you flip through the Appointment Book; however, you can still access those days by entering the corresponding dates in the date field in the Appointment Book.

·       Settings for Printed Schedules

·        Start Time – This is the starting time that you want to use when printing the Appointment Book. Double-click in the field to choose the time. This does not affect the times that are visible in the Appointment Book.

·        End Time – This is the ending time that you want to use when printing the Appointment Book. Double-click in the field to choose the time. This does not affect the times that are visible in the Appointment Book.

·        Orientation – Select whether you want to print the schedule with a portrait or landscape page orientation.

·       Hide Empty Chairs - Specify the default display option for this configuration if any chairs do not have appointments scheduled in them:

·        Chairs Containing Out Blocks Only - Hide chairs without appointments only if those chairs contain only "out" blocks.

·        Chairs Containing Out Blocks and In Blocks - Hide chairs without appointments only if those chairs contain "out" blocks and "in" blocks.

·        Do Not Hide Chairs in This Configuration - Show all chairs (with or without appointments).

·        Active Configuration - If this configuration is to be used in the Appointment Book, select the check box. If you inactivate a configuration by clearing this check box, you will still be able to view the configuration.

4.   Click OK.

 

Need more help?

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