Administration: Calendar Appointment Types

Customize calendar appointment types for your practice. You can reuse any appointment type as long as the duration differs. You can also assign a color so you can easily recognize the appointment type while viewing the schedule in any of the Calendar views.

Contents

Open Administration: Calendar Appointment Types

1. In PM, click Admin.
2. Below Practice and Users, click Calendar Appointment Types.

Preloaded Appointment Types

This Administration page includes several system-provided appointment types. You cannot edit the appointment type name or delete the appointment types (not available under Options).

• Block
  • Use to block time on a calendar resource's schedule.
  • Appointment type names with "block" in the name are not associated with a patient.
  • Examples: Schedule recurring blocked appointments for lunch or meetings.
• E-visit: Must be used to schedule an e-visit with a patient (refer to Add E-visit Appointment Types)
• Established Patient
• Hold_For_Same Day
• Hospital Visit
• New Patient 
• Nursing Home Visit
• Physical Exam

Create an Appointment Type

1. Add an appointment type name.
2. On the Administration: Calendar Appointment Types page, enter the Duration and Color Code (optional) for the appointment type.
3. From the Name menu, select the appointment type name that you just created.
4. Enter the Duration (in minutes).
5. To select the Color Code (optional), click the black bar, select the color in the color picker box (or enter the hex code), and then click OK.

6. Click Save Appointment Types.

7. Select which which appointment types are used at each practice location.

Create an Appointment Type with a Different Duration

You can reuse an appointment type name description to create an appointment type as long as the duration differs.

1. From the Name menu, select an appointment type description.
2. Continue from step 4 in the previous procedure.

Add/Edit Appointment Type Names

In our example, we are creating an 15-minute ultrasound appointment.

1. Click Add/Edit Names.

The Calendar Appointment Types: Add/Edit Names page opens.

2. Enter the appointment type name in the Add Name text box and then click Add.

The new ultrasound appointment type appears on the name list.

3. Click Back to Calendar Appointment Types.

Select Locations

1. Click Select Locations.

The Calendar Appointment Types: Select Locations page opens.

2.  Select which appointment types are used at each practice location.
3. Click Save Locations.