Appointment rules prevent double booking of provider 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 or delete it. There are no default appointment rules.
Description: Enter the identifying name.
Code Start/End: Enter the procedure code(s) this rule will apply to. For one procedure code, enter the same code in each field. For a range of procedure codes, enter the start and end procedure code.
Is Enabled: Check to enforce the appointment rule. Uncheck to disable the rule.
Click OK to save.
To permanently remove a rule, click Delete.
This example is a typical root canal rule that prevents RCT procedures from being double booked. If someone attempts to double book one of the procedures in the code range, a warning message will appear.
Because the rule only considers provider time when blocking, an overlap of non-provider time might still occur (e.g. about 20 minutes).
If double booking of procedures is allowed (no appointment rules for a procedure), conflicts show in the Provider Time Bars on the appointment schedule. See Time Bars.