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Schedule: Edit Day Window

The Edit Day window lists all provider and employee time blocks scheduled for one day. From here you can add, edit, and delete time blocks, as well as add holidays, staff vacations, and days the office is closed.

To open the window:

  • In the Appointments module, Employee or Provider tab, double click anywhere.
  • In the Main Menu, click Setup, Schedules, then double click a day.


Date: The upper left corner shows the selected day. Click the arrows to move forward or back one day.

List tab: Show all provider and employee time blocks as rows (start/stop time, operatory and any notes) and any Practice notes. The list is sorted first by Practice notes, then by provider, then by employee. Double click a row to edit.

Graph: View a graph representation of provider and employee time blocks. See Graph View.

Use the panel on the right to add time blocks, notes, and holidays, and select a default provider for operatories.

Clinic: Only an option if Clinics is turned on. When adding a time block, holiday, or clinic note, first select the clinic the time block applies to.

Providers: Lists providers who have access to the clinic (see Security User Profiles). When adding a time block, first highlight the providers it will apply to. To select multiple providers, click and drag, or press Ctrl or Shift while clicking. The number of providers currently selected appears in parentheses.

Employees: Lists employees who have access to the selected clinic (see Security User Profiles). When adding a time block, first highlight the employees it will apply to. To select multiple employees, click and drag, or press Ctrl or Shift while clicking. The number of employees currently selected appears in parentheses.

Default Prov for Unassigned*:  Select a default provider schedule to use for Operatories that have no provider assigned.  If no operatories have an assigned provider, this provider's schedule is used to indicate the office's open hours on the Appointment schedule.

Add: Add time blocks for the selected providers and employees. See Entering Provider and Employee Time Blocks.

Note: Add a specific note for the selected providers and employees. This text box supports Right Click Options. These notes will appear next to the employee/provider's scheduled hours in the Appointments module under the Employee tab (Notes column).

Delete: Remove a time block. The design of this feature is intentional so users can quickly schedule without multiple confirmations.

  • If you have no time blocks selected and click Delete, all time blocks will highlight and you will be asked to confirm the deletion of all entries. 
  • If you select a time block, then click Delete, the selected time block will be deleted without asking for confirmation.  If you delete a time block by mistake, click Cancel and the deletion will not be saved. 
  • If you delete via the Graph tab, the entire day's schedule will be deleted.

Clinic/Practice: Holidays and notes show as their own row under Edit Day and will only show on the schedule window if Show Practice Holidays and Notes or Show Clinic Holidays and Notes is also selected. Practice = Headquarters. See Holidays, Vacations, Office Closed.

  • Note: Add a general note, e.g. about staff vacations or days the office is closed.
  • Holiday: Add a holiday to the schedule.

Note: If using Clinics and Headquarters is selected, any hoildays or notes will apply to all clinics. If a different clinic is selected, the note will apply to the selected clinic only.

OK + Goto Schedules: Only visible when opened via the Employee or Provider tab in the Appointments module. Saves changes and opens the main Schedule window.

 

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