Configure appointment types

Appointment types allow you to organize and plan your appointments.

An appointment type determines the colour of appointments on the grid, suggests durations and provider/resource assignments, and can be limited to specific clinics.

1. Go to Practice > Practice Settings > Scheduling > Appointment Types  
2. Select Create New Appointment Type  
3. Enter the required information
   • Name: A short description that appears when you create an appointment and choose an appointment type.
   • Description: A longer description that only appears here in Practice Settings.
   • Status: Active appointment types appear for use in the system. Inactive appointment types cannot be used, but appear in historical references.
   • Units: How many units of time is the default duration for this appointment type?
     • By default a unit is 5 minutes, so 12 units define a default duration of 1 hour.
     • A scheduler can adjust the duration of an appointment when they create it.
   • Abbreviation: A short identifier for when space is limited.
   • Title & Body Colors: The colors of the appointment body on the schedule grid.
4. Use the Clinics tab to configure which clinics can use this appointment type
   • Only clinics in the Selected table can schedule appointments with this appointment type.
   • Double-click a clinic name or select a clinic and use the arrow buttons to move a clinic between tables
5. Optional: Use the Time Slots tab to name and define time ranges within the appointment that should be filled by providers or resources.  
   • For example, create time slots for the Hygienist, and one for the Dentist that is only for 15 minutes starting halfway through the appointment.
   • You can limit a time slot to only allow specific Provider Roles or Resource Types to be assigned to the slot.
   • A scheduler can still assign providers and resource to an appointment without using one of these time slots.
   • A scheduler can still save an appointment if the time slots are empty.
6. Select OK
7. Choose Save in the bottom left corner

To edit an existing appointment type, select  in the Actions column.

To change the order of the appointment types, drag .