Page Comparison

1. Click the Provider Bar to expand it and show the buttons. Alternatively in the Provider File, select the provider, then the ‘Appts’ tab, and click on the ‘Create Blocks and Clinics’ button, (if using the Provider File goes to step 3).

2. Click on the

   

   button. This will open a window similar to the following:

   

3. Click on the

   

   button. This will open a window similar to the following:

   

4. Select the block type from the drop-down menu (Block or Clinic).

5. Type in a description for the Block or Clinic (e.g. Meeting, Course, Holiday).

6. Enter the Start and End Times in the From Time and To Time fields..

7. The Repeat Interval check box is used in conjunction with the Days field if you want to repeat this Block or Clinic in a specified number of days, e.g., "7 days" would enter the Block or Clinic each week; if you are blocking time off for a holiday the repeat interval is to be 1 day, you would want the block repeating every 1 day.

8. The End Date allows you to set an end date for the repeated cycle (e.g., every 7 days until the end of the year).

9. The Appointment Category field is only available if you are adding a Clinic and allows you to set an appointment category (e.g., emergency time). Each appointment category can have a different colour assigned to identify it in the appointment book. Clicking into the Appointment Category box, then clicking on the

   

   button, which appears to the side, will enable you to select or define the colours. From here select a category and click ‘OK’ to select it or press the

   

   button to amend it, alternatively you can click on the

   

   button and add a new category.

10. If the block type is 'Clinic' and you are setting a block for a particular payor, click the Payor button, and enter (or select) the payor.

11. If the block type is 'Clinic' and you are setting a block for Private treatment, click the Private button instead.

12. Click ‘OK’ to accept the Block or Clinic. Your Block or Clinic will be added to the display above. This may take a few seconds to update if you have used the Repeat option.

13. Click the ‘Close’ button to close this window and return to the previous window.

From the point of view of the appointment book, all blocks, rosters and clinics are restrictions on the available slots for appointment bookings.

'Open' refers to the re-opening of appointment booking options from these restricted periods. It is not necessary to completely delete blocks, rosters and clinics; you can selectively re-open periods within them for appointment booking.

1. Right-click the Block or Clinic.

2. Select Delete > and the specified option:

   

3. Click Yes to delete the Block or Clinic.
   

To re-open periods within a recurring Block or Clinic

It is not necessary to completely delete these events; you can selectively re-open periods within them for appointment booking.

1. Click the Providers Bar to display the Create Blocks and Clinics button

   

   .

2. Click this Create Blocks and Clinics button

   

   to open the Restrict Appointment Times window.

3. Click the block, clinic, roster or rota that you wish to remove.

4. Click the Open button to display the Open window ('Open' refers to opening up these periods for booking).

5. Use the Repeat Interval check box and the Number of Days field to identify how many of the repeats you want to remove.

   If you do not use the repeat interval (leave it un-checked), just the one selected block or clinic will be removed.

6. Tick the appropriate check box(es) for the type(s) of blocks you wish to open.

7. Click OK to close the Open window.

8. Click OK to close the Restrict Appointment Times window.

9. Check that the selected times are open to bookings.