Customizing the Appointment Schedule

The Appointments Module schedule can be customized for your practice. Define what shows on the schedule, colors used, and default settings.

Default Options and Settings: See Appointments Module Preferences.

Operatories: Define operatory names, default providers, and sort order in Operatory Setup. The operatory name background color is based on the provider's appointment color.

Providers: Set a provider's appointment colors on the Edit Provider Window, Appointment Color. On the left, a vertical, color-coded Time Bars also show each provider's time. Hover over the colored square above the time bar to see the associated provider's name.

Appointment Views: Set up different Appointment Views for the appointment schedule. Each view controls which operatories and providers show on the schedule and what shows in an appointment box. Set up views for your hygiene rooms, one for each doctor, etc.

Appointment Schedule Time Increment: Options are 5, 10, and 15 minutes. See Setting the Time Increment.

Appointment Bubble: Customize the information that shows when you hover over an appointment in the schedule in Setup, Display Fields.

Appointment Schedule Colors: Set colors for blockouts, holidays, open/closed times, etc. See Definitions: Appointment Colors.

Blockouts: Block out a set amount of time on the Appointment schedule. Customize blockout color, text, and duration. You can still schedule appointments over blockouts. See Blockouts.

Schedules: Set open/closed hours and assign providers and operatories to blocks of time. See Schedule Setup. Assigning a provider to an operatory in schedules will:

  1. Change the operatory title bar color to the provider's appointment color
  2. Cause a colored vertical bar to show in the appointment schedule along the left side of the time block.