You can edit a time block of your scheduling template as needed.
Note: Time blocks are location specific (each location of your organization has its own scheduling template).
To edit a time block of a scheduling template
How to get there
If you are not already viewing the correct location, select it on the Location menu.
On the Settings menu, under Location, click (or tap) Schedule Template.
The Schedule Template page opens.
Note: To manage time blocks for scheduling templates, your user account must have rights to "Review Location Information" and "Manage Location Information."
On a location's Schedule Template page, select an Operatory that has a time block that you want to edit.
Tip: To help you identify which time blocks are for which providers in a selected operatory, you can Filter by Provider: with All selected, all time blocks appear normally; with a specific provider selected, the time blocks for that provider appear normally, and other time blocks appear faded.
Click (or tap) a time block.
The Time Slot dialog box appears.
Change the options as needed.
Set up the following options:
Title - A name for the time block. The title does not have to be unique across days or operatories.
Day Of week - The day of the week for the time block.
Available - The time range for the time block.
Providers that can be booked - The providers for the appointments in the time block. To add a provider, click (or tap) in the box, and then select a provider (or All providers) on the list that appears. To remove a provider, click (or tap) the X next to that provider's name.
Color - The color for the time block. The selected color is used for the border, and a lighter shade of that color is used for the background.
What type of appointments can be booked online? - For this time block, either select Recare (to allow patients to book online when they receive email and text message reminders), New Patients (to allow new patients to book online using your practice's website), and/or Existing Patients (to allow existing patients to book online using your practice's website); or select None (to not allow online booking).
What appointment reasons can patients choose from? - If patients can book appointments online in this time block (Recare, New Patients, and/or Existing Patients is selected), select the reasons that patients can choose from to schedule their appointments.
Click (or tap) Save.
Note: Allow up to 24 hours for online booking changes to take effect.
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