Version 14.19
Path: Practice Management tab > Appointments
Overview
Adding Rooms is a great way to know where a patient is located and determine what rooms are available. Follow the steps below to add Rooms or Resources.
Adding Rooms/Resources
- Navigate to the Appointment Types and Zones window by using the path above.
- Click the Rooms/Resources tab.
- Click the Add button
. - Enter in the following information and click the Save button
when finished.
. 
when finished.| Field | Description |
|---|---|
| Room/Resource Name | The name of the room. If you have multiple locations each room name must be unique for each location. |
| Initials | A short code used to identify the room (RM1, RM2). |
| Active | This box should be automatically checked for new rooms being added. If a room is currently not being used, deselect the box. |
| Location | In a multi-location office, select where this room is located. If you only have one location, you may omit this column. |
| Colloquial Name | A nickname for the room. |
| Color | You may select a color for your exam room if applicable for your practice workflow (this is not mandatory). |
Editing Rooms/Resources
- Navigate to the Appointment Types and Zones window by using the path above.
- Click the Rooms/Resources tab.
- Select the room or resource that you wish to modify and click the Edit button
. - Modify the fields as needed.
- If a room is no longer in use, deselect the Active column checkbox for that room. If names have just been re-purposed, change the Room/Resource Name rather than creating a new entry.
- Click the Save button.
. Version 14.10
Utilities > Manage Practice > Appointment Preferences
Overview
Adding Rooms is a great way to know where a patient is located and determine what rooms are available. Follow the steps below to add Rooms or Resources.
Adding Rooms
- Click the
button on the menu toolbar. - Select Manage Practice.
- Select Appointment Preferences.
- Select the tab for Rooms.
- Click on the Insert Record button
. - From here, enter in the following information, and click on the Post Edit button
to save your changes. When completed, exit by clicking the Exit button 
in the upper right hand corner of the window.
| Field | Description |
|---|---|
| Room/Resource Name | The name of the room. If you have multiple locations each room name must be unique for each location. |
| Initials | A short code used to identify the room (RM1, RM2). |
| Active | This box should be automatically checked for new rooms being added. If a room is currently not being used, uncheck the box. |
| Location | In a multi-location office, select where this room is located. If you only have one location, you may omit this column. |
| Colloquial Name | A nickname for the room. |
| Color | You may select a color for your exam room if applicable for your practice workflow (this is not mandatory). |
Appointment Preferences: Rooms/Resources tab
Editing Appointment Types
- Select the tab for Rooms.
- Click on an item that you wish to modify and click the EditRecord button
. - Modify any of the fields as needed.
- If a room is no longer in use, uncheck the Active column. If names have just been re-purposed, change the Room/Resource Name rather than creating a new entry.
- Click the Post Edit button .
- Click the Exit button .
