Appointment Pre-Booked Slots and Classes

Appointment V4: Setup & Manage 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.

Pre-Booked (Pre-Set) Slots

Quote
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 Linked to online booking 
  4. Is added to a book template or to an individual day
  5. May be referred to as pre-set slot also

Create New Pre-Booked (Pre-Set) Slot   

  1. Click the navigation menu > Appointments
  2. Click the hamburger menu > Setup Pre-Booked Slots
  3. Click + Create New Pre-Booked Slot
    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 

  1. Click the navigation menu > Appointments
  2. Click the hamburger menu > Setup Pre-Booked Slots
  3. Select the Pre-Booked slot description row
  4. Click DELETE icon
Notes
Preset slots can only be deleted if they are not in use. 

Appointment Classes

Setup Appointment Classes

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Appointment Classes:
  1. Are used to colour code appointments based on either the type of patient or planned treatment
  2. Are added to individual patient appointments 
  1. Click the navigation menu > Appointments
  2. Click the hamburger menu > Setup Appointment Classes
  3. Click + Create New Class
    1. Description: Enter the name of the class
    2. Background colour: Select the colour of the class
    3. Text colour: Select the text colour
  4. Click OK
Notes
The Class is selected when making appointment for patient

Delete a Class

  1. Click the navigation menu > Appointments
  2. Click the hamburger menu > Setup Appointment Classes
  3. Select the Class row to be deleted
  4. Click DELETE icon
Notes
Classes can only be deleted if they are not in use.