Setting Up Appointment Books

To set up appointment books:

1. Select AppointmentBook > Different book.  The Select Appointment Book to View window is displayed.

2. Select a book and click Edit.  The Appointment Book Definition window is displayed.

3. Enter the following information:

• Choose a name for the book.

• Check the Default Book option if this is the book that should be displayed by default.

• Add, remove, and move chairs to put the columns in the correct order.

• Choose the titles for the quick jump buttons and choose the correct number of days for the appointment book to advance.

• Deselect any days that the office is closed, check the days that the office is open, and enter the correct open and close times for each day of the week.

4. Click OK.

Closing Days in the Appointment Book

To close a day in the Appointment Book:

1. Navigate to the day that the office is closed.

2. Select AppointmentBook and deselect the Open for Business – Override all books for this day option to close the day.

3. Click OK.

Related Topics

Configuring Treatment Classes

Configuring Appointment Books

Setting Up Employees

Adding Locations

Customizing Medical Alerts

Setting Office-Wide Insurance Estimating

Setting Office-Wide Recall Defaults

Setting Up Referral Sources

Setting Up Pharmacies

Setting Up Prescription Drugs

Setting Up Laboratories

Setting Up Automatic Adjustment Codes