Important Content Update Message
We are currently updating the OP Help Center content for the release of OP 20. OP 20 (official version 20.0.x) is the certified, 2015 Edition, version of the Office Practicum software. This is displayed in your software (Help tab > About) and in the Help Center tab labeled Version 20.0. We appreciate your patience as we continue to update all of our content.

Appointment Types

Version 14.19

Practice Management tab > Appointments button

Overview

The information on the page will instruct you on how to create Visit Types used to schedule appointments.  

Add Appointment Types

  1. Access the Appointment Types and Zones window by following the path above.
  2. Click the Add button .
  3. Add appointment types using the table definitions below.  
FieldDescription
Visit TypeIndicates the name of the type of appointment.
DescriptionProvides a more detailed description of the type of appointment.
DurationIndicates the length of time for the appointment.
Sort #Indicates the order that the appointment types will appear in on a drop-down list.
Appt Line ColorDisplays the color that will appear on the left hand side of the appointment box.
DepartmentLists the department for the type of appointment.
PurposeFurther categorizes the appointment type (optional). 
ArchiveEntries no longer in use can be archived. Select this checkbox when you are no longer using this appointment type.
  1. Click the Save button .
  2. Once all changes are made, click the Exit button .

Edit Appointment Types

  1. Access the Appointment Types and Zones window by following the path above.
  2. Select the Appointment Types tab.
  3. Select the Appointment Type to modify.
  4. Click the Edit button .
  5. Edit any field (Visit Type, Description, Duration, Sort #, Appt. Line Color, Department, etc).
  6. Click on the Save button.
  7. Once all changes are made, click the Exit button.
Version 14.10
Utilities > Manage Practice > Appointment Preferences

Overview

The information on the page will instruct you on how to create Visit Types used to schedule appointments.  

Add Appointment Types

  1. Click the button on the menu toolbar.
  2. Select Manage Practice.
  3. Select Appointment Preferences.
  4. Click the Appointment Types tab.
  5. Click the Insert Record button.
  6. Add appointment types using the table definitions below.  
FieldDescription
Visit TypeThe name of the "type" of appointment being made
DescriptionA more detailed description of the "type" of appointment being made
DurationThe length of time for the appointment
Sort #What order the appointment types will appear in on a dropdown list
Appt Line ColorThe color selected will appear on the left hand side of the appointment box
DepartmentWhat department this type of appointment falls under
PurposeFurther categorizes the appointment type (optional)
ArchiveEntries no longer in use can be archived
  1. Click the Post Edit button .
  2. Once all changes are made, click the Exit button .

Edit Appointment Types

  1. Select the Appointment Types tab.
  2. Click to highlight the item to modify.
  3. Click the Edit Record button.
  4. Edit any field (Visit Type, Description, Duration, Sort #, Appt. Line Color, Department, etc).
  5. Click on the Post Edit button.
  6. Once all changes are made, click the Exit button.