Getting Started > Configuring the PracticeWorks Software > Setting Up Appointment Books

Setting Up Block Booking Definitions

You can use the Block Booking feature to specify certain times of each day for certain types of appointments, as well as for non-appointment time blocks. There are two types of block booking: production and employee.

Production block booking defines time blocks for the practice.

The following definitions are provided by default:

• Closed

• Holiday

• Lunch

• Seminar

• Vacation

Each type of block has a specific set of allowable treatment classes for which appointments can be scheduled. Each block also has its own color that is displayed on the Appointment Book. You can add block booking definitions for specific types of productions performed in your office.

Employee block booking defines time blocks that are specific to individual employees, and indicates when individuals are not available.

• An appropriate security access level is required to add or edit block booking items.

Adding New Production Block Types

To set up new production block booking definitions:

1. From the Lists menu, select Production block booking definitions. The View Production Block Definitions window is displayed.

2. Click Add. The Edit Block Definition window is displayed.

3. In the Block Description field, type a name for the new block type.

4. From the Allowable Tx Classes list, select the treatment class or classes that can be performed during this block type.

5. To assign a color to be displayed in the Appointment Book for this new block type, click the Schedule color area and select a color from the Color palate. Click OK.

6. Click OK.

Editing Block Types

To change the properties of an existing block definition:

1. Select the item from the View Production Block Definitions window, and click Edit. The Edit Block Definition window is displayed.

2. To change the background color of a block definition, double-click on the Schedule color area. The Color window is displayed.

3. Click a color, and then click OK.

4. To designate treatment classes that can be performed during the block, select the treatment classes from the Allowable Tx Classes list.

5. Click OK.

Removing Block Types

To remove an existing block definition, select the item from the View Production Block Definitions window, and click Remove.

• Block types can be removed only if they are not in use.

 

Related Topics

Setting and Defining Employee Blocks

Setting Up Appointment Books

Assigning Colors

Naming Chairs

Defining Books

Entering Lunch Time