Appointments V4: Breaks, Pre-Booked Slots & Classes in Dental4Web

Appointments V4: Breaks, Pre-Booked Slots & Classes in Dental4Web

Warning
ATTENTION: Appointment Book V4 is in PILOT MODE
  1. Available only to a selected few while we complete the pilot phase.
  2. General release is coming soon.
  3. During the Pilot phase, we are creating Knowledge Base articles and will continue to add and update them.
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Customise Your Appointment Book with Breaks, Pre-Booked Slots and Classes.
Breaks, pre-booked slots and classes give you more control over how your day is laid out. Add a break for a quick one-off pause, reserve pre-booked slots for things like staff meetings, and use colour-coded classes to spot appointment types at a glance.
This guide covers how to insert individual breaks, add and remove pre-booked slots, and assign a class when scheduling an appointments

Insert individual breaks into Appointment book

Use individual breaks when a (one off) break is required. These breaks, when created, go directly into the specific date & time slot required.
  1. Click the navigation menu > Appointments
  2. Right click on required appointment time slot
    1. Insert new > Break

    2. Select Start at, End at or Duration
    3. Choose background colour, Text colour, Work time, Important Information from the drop lists
    4. Add message/note if required (maximum 500 character limit)
    5. Click OK
InfoTo add regular breaks into templates, see topic: Insert Regular Breaks into Appointment Template

Add Pre-Booked (Pre-Set) Slots to Appointment Day

  1. Click the navigation menu > Appointments
  2. Right click on the time to add the slot to
    1. Insert New... > Preset Slot

    2. Enter the Start and End time / enter a Duration
    3. Select the Slot Type from the drop list
    4. Place a tick in Important Information to prevent future template changes overwriting this slot
    5. Click OK

Info
  1. To create new or delete Pre-Booked (Pre-set) slots: See Setup & Manage Appointment Pre Booked Slots & Classes features in Dental4Web
  2. To add Pre-Booked (Pre-set) slots to templates:  See Add Pre-Booked Slots into a template

Remove Pre-Booked (Pre-set) Slots from Appointment Day

Remove a Pre-Booked slot from the appointment book 
  1. Click the navigation menu > Appointments
    1. Right click on the Pre-Booked (Pre-set) slot

    2. Click YES (or NO if not proceeding with the deletion)

Add a Class To An Appointment for Patient

Once the Appointment classes have been setup, you can use them when scheduling appointments
Info
Click here for Setup Classes instructions
Select the Class from the drop list when the appointment is being scheduled or edited