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Appointment Rules  

Appointment rules prevent double booking of provider time for certain procedures. Rules can be created for a single procedure code or a range of procedures codes.

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

2. Click Add to create a new appointment rule, or double click a rule to edit or delete it. There are no default appointment rules.



3. Set the rule:

  • Description: The identifying name.
  • Code Start/End: Enter the procedure codes this rule will apply to. If for one procedure code, enter the same code in each field. If for a range of procedure codes, enter the start and end procedure code.
  • Is Enabled: If checked, the appointment rule will be enforced. If unchecked, the rule is disabled. To permanently remove a rule, click Delete.

4. Click OK to save.

The 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.

 

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