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Operatory Setup

Operatory setup includes naming operatories, assigning default providers and clinics, and marking operatories as hygiene or Web Sched operatories. When an appointment is scheduled in an operatory, the operatory's default provider (provider or hygienist) and clinic is assigned.

Add/Edit an Operatory
Combine Operatories
Remove an Operatory
Prompts for Providers

In the main menu, click Setup, Appointments, Operatories.

Operatories sort order affects the left to right order of operatories in an Appointment View.

  • If using Clinics, click the Clinic dropdown or [...] to filter by clinic.
  • To change sort order, use the up/down arrows on the right. If a specific Clinic is selected, the operatory you are moving cannot belong to a Headquarters appointment view.

Add or Edit an Operatory

  1. On the Operatories window, double click an operatory to edit, or click Add to add a new operatory.

  1. Op Name: Enter the label for the operatory in the Appointment schedule. We recommend keeping it short. Two line titles will wrap, but longer titles will be cut off.
  2. Abbrev (max 5 characters): Enter the abbreviation to identify this operatory in various lists throughout the program.
  3. Clinic: If using Clinics, select the clinic associated with this operatory. Defaults to the clinic selected on the Operatories window. When setting up appointment views, operatory clinic assignment affects which operatories can be assigned to the appointment view. For example only clinic A operatories can be assigned to clinic A appointment views.
  4. Provider: Select the default provider assigned to appointments scheduled in the operatory. The provider determines the operatory's color in the Appointments schedule (based on the provider's appointment color (Edit Provider Window)).

    Clinics: If providers are restricted to clinics in Security, only providers available for the selected clinic are options.

    If operatories are assigned to provider time blocks in the Schedule, it overrides the operatory provider.

  5. Hygienist / Is Hygiene: Select the default hygienist assigned to appointments scheduled in the operatory. If the hygienist is the main provider for this operatory, also check 'Is Hygiene' to assign the hygienist as the default provider when appointments are scheduled in this operatory.

    Note: To assign the dentist to all appointment procedures placed in a Provider Only operatory (including hygiene procedures), set the dentist as both the Provider and Hygienist for the operatory. Otherwise, hygiene procedures (e.g. PA's) may be assigned to the hygienist even though scheduled in a provider operatory. 

  6. Other optional settings:
    • Set Prospective: Mark this as an operatory for prospective patients only. Any patient scheduled in this operatory will be given a patient status of 'prospective' (Edit Patient Information window). If the appointment is moved to a non-prospective operatory, the patient status will automaticaly change to 'patient'. This is useful in large clinics that frequently set tentative appointments for patients that may not show up.
    • Is Web Sched: Mark this as an operatory to consider when determining available time slots for Web Sched Recall appointments.
    • Is New Pat Appt: Mark this as an operatory to consider when determining available time slots for Web Sched New Patient appointments.

  7. Click OK to save.

Combine Operatories
Some databases may have duplicate operatories. These operatories can be merged. Merging affects all appointments in selected operatories.

  1. In the Operatories window, select multiple operatories with Ctrl + click, click and drag, or Shift + click.
  2. Click Combine. A confirmation message will appear. Click OK to continue.

  1. Highlight the operatory to keep, then click OK.

    If appointments are scheduled in both operatories but do not overlap, a message will ask to move the appointments into the merged operatory. Click OK to automatically move the appointments.

    If appointments are scheduled in both operatories that do overlap, they will need to be manually moved before the operatories can combine. A warning message will appear. Click OK to view a list of conflicting appointments. This list can be printed. When all conflicts are resolved, reopen the Operatories window to combine.

Duplicate operatories will be marked hidden and appointments merged.

Remove an Operatory
To remove an operaotry as a selection option for Appointment Views and various lists, hide it. Hiding an operatory is not allowed if future appointments are scheduled in it. Operatories cannot be deleted.

  1. On the Operatories window, double click the operatory.
  2. Check the 'Is Hidden' box.
  3. Click Save.

Prompts to Change Provider
When you move an appointment from the Pinboard to the appointment schedule, or from one operatory to another, you may be prompted to change the provider. If operatories are assigned to default providers, or to provider time blocks in the schedule, this is often what you want to do.

To turn the prompt off:

  1. Do not assign providers to operatories (Provider or Hygienist). 
  2. Also make sure provider time blocks are not assigned operatories in the daily schedule (Edit Day window). 


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