Setting Up the Scheduler

Painting the Daybook

Painting the Daybook enables you to see which procedures should be scheduled during, or what production amount is targeted for any time slot. You can paint or mark color books.

• Colors are also visible in the By Book (Book-At-A-Glance) window.

To paint the Daily Appointments and Book At A Glance windows:

1. Select Scheduler > Setup Goals and Colors. The Month At A Glance (GOAL) window is displayed.

2. Select an option:

3. Press Alt + D.

4. Select Default Daybook from the drop-down list at the top of the window.

The Daily Appointments (Goal) window is displayed. The provider identification number is displayed in the appropriate time slots. Patient names and procedures are not displayed in this view.

3. Select an option:

4. To paint or mark the Daily Appointments window by provider:Select Select Provider from the Options section of the Express bar or the Options menu. The Provider List window is displayed. Double-click a provider. The Daily Appointments (Goal) window is displayed. When Daybook time slots are painted or marked by provider, the identification number and color associated with the provider are displayed in the specified time slots.

• Painting or marking by provider enables the auto scheduler to use color scheduling, when searching for time slots for a provider.

3. To paint or mark the Daily Appointments window by practice:Select Select Practice from the Options section of the Express bar or the Options menu. The Daily Appointments (Goal) window is displayed.

Example:To indicate that room number one is used exclusively for hygiene procedures, select Select Practice, select Choose Color, and select the color scheduling group definition assigned to hygiene procedures from the list. Click Paint. The hygiene color is displayed in all time slots for room number one.

4. To associate a color scheduling group definition with either the practice or a provider, select Choose Color from the Options section of the Express bar or the Options menu. The Scheduling Color Definitions window is displayed. Double-click a color group definition. The Daily Appointments (Goal) window is displayed.

5. Select an option:

6. To mark one time slot with the selected color group definition:Select the time slot and select Mark from the Options section of the Express bar or the Options menu.

7. To paint a group of time slots or the entire day with the selected color group definition:Select the first time slot and select Paint from the Options section of the Express bar or the Options menu.

The selected scheduling color group definitions are displayed in all office books and the Book At A Glance window.

6. If the selected color group definition is applied by provider, the provider identification number is displayed in the appropriate time slots. If the selected color group definition is applied by practice, 0 is displayed in the appropriate time slots.

6. Click Close.

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