Tips and Tricks: Appointment Schedules

(Last Updated On: October 15, 2019)

Running out of Appointment Schedules? 

Here’s instructions on how to copy for next year (assuming your providers are keeping the same hours/days).

Copying same schedule for next year

• Click the Appointment tab.
• Click the Schedule Maintenance tab.
• Select the Practice (if there is more than one).
• Select the Provider.
• Click the Add Schedule button.  CHECK “Schedule Type” – if more than OFC you’ll do this for each type.  (pic1)
• Click the OK button.  (without changing any times)
• Highlight a full week to copy on right side.  (make sure it’s a regular week, no vacations)
• Click the Weekly Copy button (center).  Enter dates out for next year.  (pic2)
• Click Duplicate, click OK, then click Save.

For more providers:

• Change provider at top.
• Click the Weekly Copy button.  Enter dates out for next year.
• Click Duplicate, click OK, then click Save.

For more locations (schedule types)

• Click Close button (under Save button)
• Select the Provider.
• Click the Add Schedule button.  CHECK “Schedule Type” – if more than OFC you’ll do this for each type.  (pic1)
• Click the OK button.  (without changing any times)
• Highlight a full week to copy on right side.  (make sure it’s a regular week, no vacations)
• Click the Weekly Copy button (center).  Enter dates out for next year.  (pic2)
• Click Duplicate, click OK, then click Save.