Convert Types

Use the Convert Types feature to convert unscheduled time reserved for a specific appointment type to open time. This feature is useful if you have several blocks of time for a week reserved for banding, but the time is unscheduled. By converting those blocks of reserved time to open time, you can fill the blocks with other appointment types.

To convert an appointment type:

Select Functions > Maintenance/Set-up > Schedule Maintenance from the menu bar.
In the Schedule Maintenance window, click Convert Types. The Convert Types confirmation box is displayed.
In the Convert Types confirmation box, click Yes. The Convert Appointment Types window is displayed.
In the Start Date and End Date fields, type dates for the days you want to convert and click OK. The Schedule Office window is displayed, if your practice has multiple offices.
Select the location and click OK. The Appointment Types window is displayed.
Click the scroll button on the slide bar to scroll through the list and click the appointment type you want to convert. Click OK. The Search Options window is displayed.
Specify search criteria for the reserved time you want to convert and click OK. The Convert Appointments Between window is displayed.
Based on your selections, all of the reserved appointments that can be converted to open time are displayed. You can choose not to convert one or more of the reserved appointment types by selecting it in the Time/Chair column and clicking Remove Appt. When you have removed all the reserved appointments you do not want to change to open time, click Convert Appts.
After the appointments have been converted, click OK to return to the Appointment Types window to select another appointment type to convert, or select Cancel to close the window.