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How to Reserve Time for Specific Appointments

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If you would like to dedicate certain practitioner hours to be used for specific types of appointments, you can enable the system to identify particular hours with a selected set of service codes. You will then be able to search for available appointment times by these service codes.

  1. Enable the Include Service Code For Search registry setting. This setting adds the Service Code For Search column that you will need next.
  2. Go to the Staff Member Hours and Exceptions form, and click Staff Member Hours to open the Site Hours of Operation Grid.
    • Alternatively, this can also be done for the entire facility through the Site Hours of Operation button on the Site Registration form.
  3. Edit the hours to set aside the chosen time frame as a separate entry on the grid.
  4. Enter the desired service codes for these hours in the Service Code For Search column. This will designate those hours as time that is available specifically for appointments with these service codes so that you can search for available time by service code when scheduling.
    • This does not prevent you from scheduling appointments with other service codes during this time frame.
  5. Remember to click Save when exiting the grid, and then Submit on the form in order to keep your changes.