Appointment Types can be used to customize appointment background colors, time patterns, procedures, and more.

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

The Setup Appointment Types window lists existing appointment types that can be assigned to appointments. Appointment Types can be attached from the Edit Appointment window or when creating a new appointment.

Appointment Type Edit

Click Add to create a new Appointment Type or double-click an existing type to edit.

New appointment types can be created and customized.

• Name: Description of the Appointment Type.
• Color: This is the color that is used on the schedule for this blockout.
• Time: Indicates the length of the Appointment Type.
• Procedures to Add to the Appointment: Add procedures that will be automatically treatment planned when you choose this Appointment Type.
• Required Procedures: Add procedures that are required when using this Appointment Type.
• Allowed Blockout Types: Determine the Blockouts where this Appointment Type can be scheduled.