Ideal Day Scheduling

Ideal Day Scheduling

Summary:

These instructions detail how to setup an "Ideal Day" Scheduler using blocked time or reserved time. The scheduler will be blocked off for specific major tasks such as Crown, Bridge or Endo appointments. The user can then use the appointment schedulers' search function to quickly locate available dates and times for these types of services.

Setup Custom Reserved Work to Do using Block Time:

1. Setup custom reserved Work To Do task entries.
2. Open ABELDent.
3. Open scheduler.
4. Select File, Update, Scheduler Setup.
5. Select the Reserved Time tab.
6. Setup specific Work To Do tasks that will be used when blocking scheduler times.
7. In the Description field, enter a task, i.e. Crown NOTE: make note of the exact spelling/case used when setting up these reserved time tasks, click Add button.
8. Setup Background color and text color as required, click OK.
9. NOTE: Blocking time will allow you to block several dates, columns and times at once.
10. From the scheduler, click Block Time, the Block Unavailable Time window will display.
11. In the field Reason, clear the default entry of lunch and enter the blocked time task description, spelled exactly as it was setup in step 6. I.E. Crown
12. Complete the Date From and To fields.
13. Check or uncheck Days to Block as required.
14. Complete the column field(s).
15. Complete the Reserve Times field(s) and number of units field(s).
16. Click the Block Times button.
17. Times will be display on the scheduler marked as reserved.

1. Setup custom reserved Work To Do task entries.
2. Open ABELDent.
3. Open scheduler.
4. Select File, Update, Scheduler Setup.
5. Select the Reserved Time tab.
6. Setup specific Work To Do tasks that will be used when reserving scheduler times.
7. In the Description field, enter a task, click Add button. i.e. Crown NOTE: make note of the exact spelling/case used when setting up these reserved time tasks.
8. Setup Background color and text color as required, click OK.
9. Proceed to Reserve scheduler times.
10. NOTE: Reserving time will only block off one reservation at a time.
11. From the scheduler, right click on the scheduler cell portion you wish to reserve off.
12. Select Reserve Time from the menu choices presented, the Appointment Edit window displays for Reserved Time - code R.
13. Adjust Time Units as required.
14. Select the appropriate Reserved Time Work To Do from the drop down list. Click OK
15. Time will be display on the scheduler marked as reserved.

1. Open ABELDent.
2. Open scheduler.
3. At the right of the scheduler, at the Openings Category, click Search button. Patient selection criteria window will display, select your patient and click OK.
4. The Selection Criteria window will display.
5. In the field Units/Procedures, enter a single apostrophe immediately followed by the Reserved Time task choice you require. For example enter Crown search exactly this way: 'Crown Note: The Reserved Time task entry must be spelled exactly the same as it was when it was originally setup according to upper and lower case.
6. Set Main Provider field as required. The remaining active fields usually require no editing. Click OK.
7. The scheduler will jump to the first available reserved/blocked time according to the requirements specified.
8. You can click the Next button in the Openings Category to jump to the next available reserved/blocked time in this category.
9. Book appointment.
10. Note: the background behind the appointment will continue to display as special reserved time

Product (s): ABELDent version 5.20B04
Category: Appointment Scheduler
Classification: Public 
Date Created: 24/06/04
Created by: KaM