Add Days

Use the Add Days function to apply your standards to calendar days in the future. This process opens new days in the future and enables you to assign a doctor to these days.

Days are color coded based on their status:

Days to which no standard has been applied are considered closed, and are displayed as white.
Days to which a standard has been applied are displayed as green.
Days that cannot be overwritten are displayed as gray. This means there is a conflict that must be resolved before a new standard can be applied. Such conflicts can include appointments already scheduled for that day that need to be rescheduled, time unit mismatches, chair number mismatches, and chair name mismatches.

If your schedule uses multiple offices, when you select an office, the calendar is updated to show the days that have been loaded for that office.

Days must be added to the calendar before appointments can be scheduled on those days.

To add days:

Select Functions > Maintenance/Set-up > Schedule Maintenance from the menu bar.
In the Schedule Maintenance window, click Add Days. The Add Calendar Days window is displayed.
Click the window. The calendar is displayed.
Select an office, standard, and doctor using the drop-down lists at the top of the window.
You can assign only one combination of location, standard, and doctor at a time.

Select the days to which you want the standard to apply:
Click a calendar day to select it. When a day is selected, it is highlighted in blue. TIP
Click the day of the week at the top of the month to select multiple days. For example, to select every Wednesday in a specific month, click We at the top of the month.
Click a button on the Quick Click Bar at the bottom of the window to select a specific day for all months displayed in the Add Calendar Days window. For example, to select all Fridays displayed in the window, click Fr on the Quick Click Bar.

If you make a mistake, click Clear Selected Days to deselect all of the days you have selected.

Days are color coded based upon whether or not a standard has been assigned.
White
1. Select the days in white to which to assign a standard.
2. Select a standard from the drop-down list. The Add Calendar Days window is displayed, asking if you want to change the standard.
3. Click Yes.
Green
1. Select the days in green to which to assign a standard.
2. Select a standard from the drop-down list. The Add Calendar Days window is displayed, asking if you want to change the standard.
3. Click Yes.
Gray
1. Select a day in gray to which to apply a standard. An alert is displayed, listing the conflicts that prevent a new standard from being applied.
2. Click Close. The Add Calendar Days window is displayed.
3. To resolve conflicting appointments, click Export Conflicting Appointments. The Save Conflicting Appointments window is displayed.
4. In the Select Date Range field, select the start date and end date.
5. Select the Select Conflicting Dates option to select individual dates, or the All Conflicting Dates option to include all conflicting dates.
6. Click OK. The File Browser Save File window is displayed.
7. Click Save. The Save As window is displayed.
8. Name the CSV file, and open it. You can then view a list of all conflicting appointments and reschedule them. When the appointments have been rescheduled, you can return to the Add Days window to apply a new standard to the date.

Click Assign. If you are overwriting an existing standard, the Existing Standard window is displayed, asking you to confirm that you want to update the standard.
Click Yes.
Click Continue. The Days Assigned Successfully window is displayed.
Repeat this process until all calendar days are added.
After you assign calendar days, you can use the arrow buttons or the slider bar to move forward or backward through the calendar months.