Appointment Rules

Appointment rules prevent double booking of a provider's time for certain procedures.

In the Main Menu, click Setup, Appointments, Appointment Rules.

Rules can be created for a single procedure code or a range of procedures codes.

Click Add to create a new appointment rule or double-click a rule to edit.

Delete: Click to permanently remove a rule.

Click Save to finish adding a new rule or keep changes.


WebSched Double Booking

To allow double booking of providers through Web Sched, disable the setting Prevent double booking in Web Sched New Patient and Web Sched Recall. When disabled double booking is allowed, unless otherwise prevented by Appointment Rules.

To prevent double booking for certain Web Sched Appointment Types, create an Appointment Rule that contains procedure(s) corresponding to the Web Sched Appointment Type.