In the Appointments Module, blockouts show as colored areas.
Blockouts change the background color of the schedule, can be set to enforce scheduling, and are visible from Mobile Web. Appointments can be scheduled on top of certain blockout types.
The Blockouts permission is required to add, edit, cut/copy/paste, and delete blockouts that are not flagged as Disable Cut/Copy/Paste (DC) or No appointment scheduling (NS)." (DC). Users without the permission can only add, edit, and delete blockouts flagged as DC and NS.
Blockouts cannot overlap. When adding a blockout that would overlap an existing blockout, you will get a message stating blockouts cannot be overlapped, or you will be prompted to remove the existing blockouts. This behavior is determined by the Allow 'Block appointment scheduling' blockouts to replace conflicting blockouts preference in Appointments Module Preferences.
Define blockout types, scheduling and editing preferences, and colors in Definitions: Blockout Types. To use outlines instead of solid blocks of color, see Appointments Module Preferences. To use dummy appointments as a quick way to post a note, see Notes.
To view or select a blockout option, right-click on the operatory in the schedule.
On the appointment schedule, right-click on a time block in an operatory, then click Edit Blockout or Add Blockout. Edit Blockout is only enabled when you right-click on an existing blockout.
Start/Stop Time: Both times default to the time clicked on the schedule. Manually change times or click the dropdown to select an option. You are not required to use 30 minute increments. If manually entering, use the format 00:00 AM.
Note: Optional text that shows under the blockout label. This text box has right-click options (Right Click Text Box).
Blockout Type: Determines the blockout text, scheduling and editing preferences, and color. Customize options in Definitions, Blockout Types.
Operatories: The operatories the blockout will apply to. To select multiple Operatories, press Ctrl while clicking. If using Clinics, only operatories assigned to the clinic selected in the main menu are options.
When blockouts with the same type are added to multiple operatories at once, they become connected. Deleting or replacing a blockout in one operatory will also delete or replace any blockouts that are connected.
Use this tool to copy and paste blockouts for a week or day. Changes only apply to the visible operatories for the current appointment view. Blockout types with Disable Cut/Copy/Paste checked in Definitions are not included.
Copy Day/Paste: Once one day's blockouts are set up, copy and paste it to other days.
Copy Week/Paste: Once an entire week's blockouts are set up, copy and paste to other weeks.
Copy/Repeat: Copy and paste one day or one week repeatedly into the future.
Replace Existing: If checked, the day or week being pasted/repeated will replace any existing blockouts. If unchecked, existing blockouts will not be replaced, and the paste process will stop and go no further than the first conflicting blockout..
Hint: To clear multiple days or weeks, create one blank day or week, make sure Replace Existing is checked, then Copy/Repeat.