Appointment Types

Use appointment types to customize appointment background colors, time patterns, and procedures.

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

To assign appointment types to appointments:

Add Appointment Types

  1. In the Setup Appointment Types window, select your preferred settings.

    New appointments prompt for appointment type: Set the default appointment type behavior when adding a new appointment. If checked, creating a new appointment will trigger the Select Appointment Type window to pop up. If unchecked, the window will not appear.

    Warn users before disassociating procedures from an appointment: Set the default behavior when removing procedures from an appointment. If checked, a warning pops up when the user changes the appointment type of an existing appointment if the new type has different procedures than the current type. If unchecked, you can dissociate procedures from an appointment via appointment type with no warning.

    Click Up or Down to reorder appointment types.

  2. Click Add or double click an existing type to edit.
  3. Name: Enter the name of the appointment type.
  4. Color: Associate a background color to the appointment type. Click the square to select a Color. Or click None to clear a color selection. Appointment type color overrides the provider color. Changing the color of an appointment type will not change the background color of existing appointments.
  5. Procedures: Click Add to attach procedures to the appointment type. To select multiple procedures from the list of Procedure Codes, click and drag, or press SHIFT while clicking, then click OK. To remove a procedure, highlight it then click Remove.
  6. Time: Indicates the time pattern of the appointment type. By default, it will use the time pattern of attached procedures.

    To change the time pattern, use the slider bar on the left. Drag the slider up or down to increase or decrease appointment length. Click each square to toggle between X (provider) and / (non-provider) time. By default, each square in the time bar is 10 minutes. To change the default setting, see Time Increments in Appointment View Setup.

    To reset the time pattern to use procedure time pattern, click Clear.

    Also see Time Pattern Logic below.

  7. Click OK to save.

Hidden: Hide this appointment type as a selection on the Edit Appointment window

Changing an Appointment Type

When an appointment type is changed, existing appointments with that type remain unchanged. Double-click the appointment and reselect the appointment type to update.

Changing an appointment type on an existing appointment will treatment plan the procedures for the new appointment type. The original procedures will also remain treatment planned. Manually delete the procedures you do not want in the Treatment Plan module, Procedures grid.

Changing the appointment type from one with a custom time pattern or attached procedures to one with no time pattern will not change the time pattern of the appointment.

Time Pattern Logic

The appointment time is recalculated based on the following logic:

Note: Logic for MobileWeb Appointments
  • If an appointment type is selected, and the time duration entered matches the appointment type, the Appointment Time Pattern is retained.
  • If no appointment type is selected, or the time duration entered does not match the appointment type, the time pattern will add assistant time to meet the full time duration.