Blocking the Scheduler

You can block slots to prevent appointments being made during holidays or dates that a provider is on vacation.

Holidays

To apply a new holiday to Scheduler windows:

Select Scheduler > Holidays. The Setup Holidays window is displayed.
Click Add. A new identification number is displayed at the bottom of the list.
Type a holiday description in the Description field and press Tab.
Type the holiday start and end dates in the From Date and To Date fields and press Tab. The Annual option is enabled.

If you are entering a one-day holiday, type the same date in both the From Date and To Date fields.

Select an option:
To enter a holiday that occurs on the same date every year, select Annual.
To enter a holiday that does not occur on the same date every year, do not select Annual.
If the holiday falls on a weekend and your practice will be closed the Friday before or the Monday after the holiday, enter the observed day separately.

Click OK. A warning is displayed when you attempt to schedule an appointment on a day defined as a holiday; you can override the system settings to schedule the appointment.
Click Close.

Provider Vacations

All appointment slots for a provider are blocked during business hours for the duration of the vacation. The phrase Provider on Vacation is displayed in the Scheduler.

To block appointment slots during a provider’s vacation:

Select List > Provider. The Provider List window is displayed.
Select the provider and click Edit. The Provider window is displayed.

Select the start and end dates in the Vacation/Days Off section, and click the appropriate Block Slots button. The Block Provider Vacation Dates window is displayed.

Select the rooms to block.
Click OK.