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Operatories 

In the Main Menu, select Setup | Operatories.

Click the Add button or double click an operatory in the list to edit:

Notice that each operatory can be assigned to a Clinic, Dentist (Provider), and Hygienist (Provider). So any Appointment that is placed in this operatory will automatically be assigned to use the same Clinic, Dentist, and Hygienist as the operatory. This is done by carrying those three fields as well as the "Is Hygiene" indicator onto the appointment which has the same four fields. You can then change the appointment if you need to. The label above the operatory in the Appointments module will show the same color as the color set for the Dentist or Hygienist.

The providers set for the operatory are only the default.  They can be overridden in the Schedule. Any number of providers can be assigned to any blocks of time throughout the day.

Once your operatories are entered, you can set up Appointment Views, which can include only some of the operatories. But appointment views won't change the order of the operatories.  The order is set here.

The Set Prospective option allows you to automate the Patient status.  Typically, one operatory would be set as prospective, and all patients scheduled there would have their patient statuses automatically assigned to be Prospective.  Moving an appointment out of this operatory and into an operatory that did not have the box checked for Set Prospective would automatically change the patient status to patient.  This is useful in large clinics that set many tentative appointments for patients that may not show up.  Prospective patients will not show in the Select Patient window unless the box is checked to show them.

 

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