Setup & Manage Appointment Pre Set Slots & Classes in Dental4Web

Setup & Manage Appointment Pre Set Slots & Classes in Dental4Web

Pre-Booked (Pre-Set) Slots

A Pre-Booked slot:
  1. Is used if you have a set time each day for a certain procedure
  2. Can be used as a guide to help the user to schedule the most suitable time slots for the type of treatment required
  3. Can be added to a template or to an individual day
  4. May be referred to as pre-set or pre-booked slots

Create New Pre-Booked (Pre-Set) Slot   

  1. Click the navigation menu > Appointments
  2. Click the hamburger menu > Setup Pre-Booked Slots
  3. Click NEW
    1. Description: add the name of the slot; this will show onscreen and in reports
    2. Back Colour: select the background colour of the slot
    3. Text Colour: select the text colour
    4. Work Time: select if it is work time or not, e.g. Staff meetings are work time, holidays are not
    5. Online: only available if using eAppointments. This will enable patients to book into this slot type online
  4. Click OK

Delete a Pre-Booked (Pre-Set) Slot 

Alert
Preset slots can be deleted if they are not in use.
  1. Click the navigation menu > APPOINTMENTS
  2. Click the hamburger menu > Setup pre-booked slots
    1. Select the Pre-Booked slot description row
  3. Click DELETE

Appointment Classes

Setup Appointment Classes

Notes
Appointment Classes:
  1. Are used to colour code appointments based on either the type of patient or planned treatment
  2. Are added to individual appointments 
  1. Click the navigation menu > Appointments
  2. Click the hamburger menu > Setup Appointment Classes
    1. Click ADD
      1. Description: Enter the name of the class
      2. Back colour: Select the colour of the class
      3. Text colour: Select the text colour
    2. Click OK