Setting Scheduler Defaults

Setting Scheduler Warnings

To dictate the warning and reminder messages displayed in the Scheduler windows:

1. Select System > Change System Settings > Scheduler. The Scheduler Settings window is displayed.

2. Select Warnings from the Options section of the Express bar or from the Options menu. The Scheduler Warning Settings window is displayed.

3. To limit the number of appointments that can be scheduled for patients on medical assistance or capitation plans per day, type the maximum number of appointments in the Maximum number of Cap/Medicaid/PPO Appts Per Day Before Warning field.

4. To display a warning before scheduling a provider who does not meet the appointment’s requirements in the Single Day View and Weekly View windows, select Display warning if provider type is incorrect when scheduling.

Example:If this option is selected, a warning is displayed if you try to schedule a hygienist for a procedure that requires a dentist.

5. To display a warning if the patient is inactive, select Display warning if patient is Inactive.

6. To display a warning when an appointment is scheduled for a patient who has certain codes associated with his patient record, type the codes in the Display warning if patient has any of the following user codes: field. The default values for this field are C (collection), I (inactive patient), L (legal cases), W (medical assistance), and P (premedicate). See Understanding Patient User Codes.

7. Click OK.