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.

To create appointment rules:

  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. Description: Enter the identifying name.
  4. 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.
  5. Is Enabled: Check to enforce the appointment rule. Uncheck to disable the rule.
  6. Click OK to save.

Delete: 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.