Version 20.4
| Our new Multi-Location Calendar updates are here! Please see the OP 21.3 Calendar Articles for an overview of the changes. Practices can configure OP to switch to the new calendar and explore its features. |
Path: Practice Management tab > Appointments
About
Template Zones are the building blocks to creating Schedule Templates and using Slots. They are used to designate times on the provider's schedule for specific appointments. This setup piece also allows the Zones to be protected against scheduling by certain users, overbooking, and live scheduling from the Patient Portal.
Creating Appointment Zones
- Navigate to the Appointment Types and Zones window using the path above.
- Click the Appointment Zones tab.
- Click the Add button
. - Add template zones using the table definitions below:
.| Field | Description |
|---|---|
| Appointment Zone | The type of zone that will be blocked in the provider's schedule. |
| Zone Color | The color this Template Zone is displayed on the schedule. |
| Protection Status | Who can book an appointment in that Template Zone:
|
| Purpose | Identifies the purpose for each Appointment Zone. Slot usage is calculated based on the number of minutes allotted to each purpose. The Zone Purpose tab contains the purposes available in this drop-down menu. |
| Max Appts | The maximum allowed number of appointments in a specific time slot. If there is no limit, select 0. Only the calendar owner or system Admins can override this setting during scheduling. |
- Click the Save button
.
.Editing Appointment Zones
- Select the Appointment Zones tab.
- Click to highlight the item to modify.
- Click the Edit button
. - Edit any fields (Appointment Zone, Zone Color, Protection Status, Purpose, Max Appts).
- Click on the Save button.
.Version 20.3
Path: Practice Management tab > Appointments
Overview
Template Zones are the building blocks to creating Schedule Templates and using Slots. They are used to designate times on the provider's schedule for specific appointments. This setup piece also allows the Zones to be protected against scheduling by certain users, overbooking, and self-scheduling from the Patient Portal (not yet released).
Creating Appointment Zones
- Navigate to the Appointment Types and Zones window using the path above.
- Click the Appointment Zones tab.
- Click the Add button.
- Add template zones using the table definitions below:
| Field | Description |
|---|---|
| Appointment Zone | The type of zone that will be blocked in the providers schedule. |
| Zone Color | The color this Template Zone will appear on the schedule. |
| Protection Status | Who can book an appointment in that Template Zone:
|
| Purpose | Identifies the purpose for each Appointment Zone. Slot usage is calculated based on the number of minutes allotted to each purpose. The Zone Purpose tab contains the purposes available in this drop-down menu. |
| Max Appts | The maximum allowed number of appointments in a specific time slot. If there is no limit, select 0. Only the calendar owner or system Admins can override this setting during scheduling. |
- Click the Save button .
Editing Appointment Zones
- Select the Appointment Zones tab.
- Click to highlight the item to modify.
- Click the Edit button .
- Edit any fields (Appointment Zone, Zone Color, Protection Status, Purpose, Max Appts).
- Click on the Save button.
