Power Practice

Tag: Scheduler

  • Patients Not Booked Report

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”padding-1-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Extra-Color-2″]

    version 5.2+

    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”20″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]You asked and we listened! Introducing the Patients Not Booked Report. This report will focus on patients who do not have an appointment booked within the parameters of your search. In an effort to maximize the retention of your patients, use this report for those who have “slipped through the cracks”.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Note” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-warning-sign” color=”Extra-Color-1″]This is a note block[/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14581″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]To access the Patient Not Booked report:

    1. Open the Appointment Book module
    2. Select the Scheduler Reports/Utilities icon
    3. Ensure you are on the Reports tab
    4. Select the Patient Not Booked report

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14582″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Setting your criteria for the report:

    Doctor: Select the producer for the report all select the asterisk (*) for all producers

    Status: Select the status of the patients

    Patient Open Date: Enter the date range the patient record was created or leave blank for all

    Appointment Date Range: Search to see if a patient does not have an appointment in the date range given
    – Use the From Date to search for patients that have not had a Booked Appointment since that date.
    – Leaving it blank will only show those that do not have a past booked appointment.
    – If your office deletes or purges appointments do not use this date range

    Last Visit Date: Add in a Last Visit Date to see patients last seen before or after a specific range.
    – If left blank, will show all Active Patients regardless of when last seen, including those never seen
    – Put in a date range of last 5 years to see patients seen in the last 5 years that are not booked

    Highlight Patients with unbooked Recalls?: Checking this box will highlight all unbooked recalls in red font

    Exclude Patients with unbooked Future Recalls?: If you are not concerned with recalls that are not yet booked for future dates, uncheck this box[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14583″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Functions:

    Search: Will execute a search of the parameters of the report

    Clear: This will clear all your selections

    Remove: This will remove the patient from the list after you are done working with them but not delete their entry

    Set Patient: This is activate the patient file in Power Practice

    Close: This will close the Patient Not Booked report

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14584″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]The table of results is comprised of columns that show the Patient Name, Chart Number, Status of the Patient, Doctor, their Last Visit, Best Contact, and Patient Notes (P-Note).

    The results shown here are patient who currently do not have a an appointment booked.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14585″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Right-Click on a patient to bring up the menu:

    Go To Patient Profile: This is take you to the Patient Profile tab in the Appointment book with the patient file activated

    Appointment Book: This is show you the scheduler tab in the Appointment Book

    New Planned Appointment: This is open the planned appointment detail box so you can plan an appointment for the patient

    Print List: Enables you to print the results of your search

    [/vc_column_text][/vc_column][/vc_row]

  • Check-In Kiosk

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]

    version 5.2+

    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”20″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Introducing the Check In Kiosk. In Power Practice 5.2 we have added this feature as a way for the patient to check in for their appointment once they have arrived in the cinic. After entering their information and pressing Check In, the status of the appointment will change based on the Kiosk settings.

    This feature is a separate application found in the powerptx folder.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Note” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-exclamation-sign” color=”Accent-Color”]Please ensure that you have a login created to access the Check In Kiosk or use a login whose password is not shared.


    The Kiosk can only run on devices that have the full version of Windows installed. Using a laptop or a Windows Surface Pro would be ideal.    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14557″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][image_with_animation image_url=”14560″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]This is the Check In screen which will be displayed for patients to enter their information. In this example, all areas have been enabled to show its full features. However, they can be customize certain areas to suit your preferences.

    To customize the settings, select the Escape (Esc) key on the keyboard. This will prompt you to enter the password which was used to log in to the Kiosk.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14562″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]This is the home screen for the Check-In Kiosk and the screen you will first see when you sign into it.

    To edit you settings, select the Tasks drop-down menu, and select Settings…[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Check-In Kiosk Settings[/vc_column_text][image_with_animation image_url=”14558″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][vc_column_text]Successful Check-In Pop Up Message[/vc_column_text][image_with_animation image_url=”14565″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][vc_column_text]UnSuccessful Check-In Pop Up Message[/vc_column_text][image_with_animation image_url=”14564″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Kiosk Settings: 

    Welcome Message (Top of Screen): Edit this section to display a message above the Display Information.

    Additional Instructions (Bottom of the Screen): Enter a message that will appear below the Display Information.

    Successful Check-in Pop Up Message: When the system has confirmed the appointment for the patient, the message entered in this area will pop up to confirm the check-in. See image.

    UnSuccessful Check-in Pop Up Message: If the system was not able to verify the information, the message entered here will be displayed instead. See Image.

    Check-in Status: This drop-down corresponds to the the appointment status in Power Practice. In this example, it is linked to the status of the the patient’s arrival.

    Display Information:

          First name Prompt: How you wish to ask for the Patients’ first name
          Second Name Prompt: How you wish to ask for the patients’                 second name
          DOB Prompt: You may remove this feature from the Check-In                  screen by unchecking the Ask for date of Birthdate? box.
          DOB Format:  This feature will show the format on the right side of        the DOB field
          Phone Prompt: You may also remove this feature from the                      Check-In screen if you choose to
          Check In Button: You can also customize the wording on the                  Check-In button.

    Layout:

          Font Size: Allows you to change the font of the Check-In screen
          Font: Select your font to suit you style and brand
          Margins: Adjust the Vertical, Text Horizontal Position, and Button            Horizontal Position to position the Check-In screen
          Background and Text Color: You can edit your colors to match              your practices brand
          Clear: This is reset all your custom settings in the Layout section

    Close: This will close the window without saving your changes

    Preview: This will show you what your settings and prompts will look like. To go back to the settings screen, select the Esc. key on your keyboard.

    Save: This will save your changes and close the settings window.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14562″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Once the Settings window is closed, you will return to the home screen.

    To launch the Check-In screen, select Tasks and select Check In… from the drop-down.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left” use_theme_fonts=”yes”][vc_column_text]Add a New User

    Setup User Permission Groups[/vc_column_text][/vc_column][/vc_row]

  • Booking a Regular Appointment

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”padding-1-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”20″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]There are three types of appointments to be entered into the Scheduler: Regular appointment, Planned appointment, and a Recall appointment. Each is created by a unique method.

    Regular appointments are created directly in the Scheduler tab and is the focus of this article.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Warning” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-remove-sign” color=”Accent-Color”]This is a warning block[/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Information” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-info-sign” color=”Accent-Color”]This is an information block[/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Note” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-warning-sign” color=”Extra-Color-1″]This is a note block[/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14062″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Ensure you have the correct patient selected before proceeding.

    1. Click on the Patient menu
    2. Select Appointments

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14063″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Open the Scheduler tab
    2. Find the day, time, and column for the desired appointment, and double click on the time slot.

    If the patient selected has medical alerts in their patient profile, the Medical Alerts window may appear. Click Close to continue booking the appointment.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14064″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]The Appointment detail window will open.

    1. Select the Appt. Code from the drop-down menu.
    2. The units will automatically reflect the default length of the appointment. Adjust if necessary by using the up-down arrows.
      In the screenshot:
      X is the time required by the producer.
      / is the time required by the auxiliary before and after the appointment.
    3. Add or edit the Procedure description as needed.
    4. Type any additional Notes for this appointment.
    5. Press OK to schedule the appointment.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”14065″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Double click on the booked appointment to view or edit the appointment details.

    Additional: If treatments are linked to the appointment, the Estimate field in the Appointment Detail window will display the scheduled estimate, which will contribute to the estimated production displayed on the Scheduler.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]Linking Planned Treatments to Appointments from the Odontogram (video)

    Recalls (video)

    Enabling Scheduled Production Total in the Scheduler

    Using the Appointment Link Planner[/vc_column_text][/vc_column][/vc_row]

  • Schedule Time Off Blocks

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_row_inner column_margin=”default” text_align=”left”][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”steadysets-icon-stopwatch” color=”Accent-Color”]6:19 min[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-user” color=”Accent-Color”]Intermediate[/text-with-icon][/vc_column_inner][vc_column_inner column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ width=”1/3″ column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Accent-Color”]Scheduler[/text-with-icon][/vc_column_inner][/vc_row_inner][divider line_type=”Full Width Line” line_thickness=”1″ divider_color=”default”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]This video will cover how to block time off in your scheduler and search blocked time off for Perfect Day booking in version 5.1[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_video link=”https://youtu.be/81MFrbUdOj0″][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Blocking time off in your scheduler
    2. Searching time off for Perfect Day booking
    3. Viewing time off blocks by producer

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Information” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-info-sign” color=”Accent-Color”]This feature was introduced in version 5.1[/text-with-icon][/vc_column][/vc_row]

  • Hide Inactive Producers in Setup & Work Schedule Windows

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”padding-1-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Extra-Color-2″]

    version 5.1+

    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Hide inactive producers from your Work Schedule and Producer setup windows to reduce clutter and simplify your task.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10489″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Visit the Scheduler Module.
    2. Select the Paper and Pencil Settings icon in the upper right of this module.
    3. Select Producers to access Producer Setup.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10490″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. At the top of the new window, find the Hide Inactive tick box.
    2. Your producer list should update to remove all inactive users.

    It is important to note, this tick box will toggle back to it’s default state, Off, when you leave this window.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10491″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]You can access the same feature within the Work Schedule entry window as well.

    1. Select Work Schedule.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10492″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Enable the tick box for Hide Inactive.
    2. Within the producer dropdown selection menu, you will find your Inactive producers are no longer available.

    This setting is only enabled for the duration of your visit to this window. You can enable the setting whenever needed, but it defaults to Off.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text][/vc_column_text][/vc_column][/vc_row]

  • How to Edit Today’s Work Schedule

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”padding-1-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Extra-Color-2″]

    version 5.1+

    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]The process of finding Time Off entries which prevents you from making changes to the Scheduler on a specific day has been simplified dramatically. You can now visit the date in question on the Scheduler and quickly produce all relevant Time Off entries for each producer.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10497″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Open the Scheduler Module.
    2. Navigate to the date you wish to modify the Schedules for.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10498″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Right click within any of the producer columns.
    2. Choose “Today’s Work Schedule”.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10499″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Set the producer in the dropdown first.
    2. Your Work Schedule window will now update to show only the entries which are involved in the current date’s display.
    3. As you can see in the image, D02 has a time off entry that affects this date.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10500″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. You can choose to Edit the entry using the T-Off Edit button on the right side.
    2. Your options include changing the date range in use.
    3. Changing the Chairs affected.
    4. Or changing the Hours.
    5. Select Ok to preserve your changes.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10501″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. You do have the option to simply delete the entry entirely, of course. The T-Off Delete button can be used to do so.
    2. You may also wish to Add a Work Day of Exception if the producer in question does not normally work the hours you wish to make them available in.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]This concludes the use of the new Time Off assistance feature. You will find this new function reduces the tedium of searching for conflicting work schedule entries significantly. If you have further questions, concerns, or simply need help, please feel free to contact our Support team.[/vc_column_text][/vc_column][/vc_row]

  • Swapping Producer Chairs

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”padding-1-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Extra-Color-2″]

    version 5.1+

    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”20″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]Replacing Producers with new team members has typically been a lengthy process in the past. This new utility will reduce this process into a couple of simple clicks.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Note” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-warning-sign” color=”Extra-Color-1″]Before proceeding:

    First, you should create the new producer code in the Maintenance Manager and have them ready for Scheduler/chair setup.

    Second, if the new producer is already tied to another chair, they will not appear in the transfer options list. This rule applies to Doctor codes but not Hygienists.

    Finally, the chair we wish to move a producer to cannot be shared. If the Shared Chair tick box is active on the chair, it will not appear in the transfer options list.[/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10811″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Visit the Scheduler module.
    2. Identify the chair you wish to assign to the new producer and double left click within that column to bring up an appt details/appt setup box.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10812″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Make note of the Producer number, as well as the Chair number.
    2. Select Cancel to exit this window without making changes.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10813″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Visit the Scheduler Reports/Utilities icon in the upper right.
    2. Switch the tab Utilities.
    3. Select Update Chair Prod. in the list.
    4. Enter the Daily Password (attained by contacting support).
    5. Select Ok.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”11591″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Set the Old Prod. drop-down to the owner of the old chair(s).
    2. Note which chairs the program associates to this producer. The is critical as you may have some producers who “own” far more than one or two chairs.
    3. Set the New Prod drop-down to the recipient you wish to receive the chairs and schedule data.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10815″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Keep Producer Schedule will transcribe all work schedule entries under the old producer into the new one. This includes the Default Hours setup in Producer Settings, as well as all entries in the Work Schedule settings area including Work Add, Exceptions, and Time Off. The utility will also clear these entries out for the old producer along the way.
    2. Update Chair Name allows you to immediately change the column display name, it is highly recommended you do so.
    3. The updated name can be entered in this text box.
    4. Press Ok to confirm your choices.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10816″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][image_with_animation image_url=”10817″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][image_with_animation image_url=”10818″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Select Yes in the new pop-up window to continue.
    2. Allow the application a moment to process the data. The completion time will vary depending on the amount of data to be processed.
    3. The program will automatically present a task completion notice window; select Ok.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10819″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][image_with_animation image_url=”10820″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Return to the Scheduler and Refresh via the right click menu or simply close and reopen the module.
    2. Your updated Chair should appear in place of the old one.
    3. If you double click any appointments booked or create a new one, you should notice the new producer associated by default.

    At this stage the process is complete, the chair and appointments are reassigned and ready for use.

    In most cases, there is no need to review the chair/view selections after since this process simply reassigned everything. If your chairs/view were in proper order before, they should still be after. If you wish to add an extra chair to the view, however, be sure to make such changes in the User View Options and then Share them or apply them manually to all other stations.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]This concludes the new Producer/Chair swap utility guide. If you have any outstanding questions, please feel free to contact our Support team.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row]

  • Review Work Schedules

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”padding-1-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Extra-Color-2″]

    version 5.1+

    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]The new Work Scheduler report utility was created to help you establish finer control over your producer’s work schedules. This utility will allow you to review the work entries for the given date range, gathering all producer work schedule information in one convenient, easy to read report.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”20″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10636″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Visit the Scheduler Module.
    2. Right click anywhere in the schedule space.
    3. Select Review Work Schedules.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10637″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. In the new window, Select the Producers you wish to include, or use the All option.
    2. Set the Range as desired. You can choose This Week, or This Month to automatically designate your date range, or use the manual Date Range option below.
    3. Select the Days of the Week to include.
    4. Select the Schedule Types to include. This can be restricted to show only Time Off entries, a combination, or all types.
    5. Choose your grouping method. The Producer option is ideal when reviewing a single producer’s specific schedules but the Date option may be best when troubleshooting a given date’s availabilities for more than one chair.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10638″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Select Generate.
    2. Depending on your sorting method, your results will appear in the grid space as requested.
    3. You can right click to print your results.

    To make modifications, you can use the Add or Edit buttons on the right side, described in the steps below.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10639″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    Add Entry:

    1. To Add a new entry, select an existing record under the appropriate producer. I.E. if I wish to add a new entry for D01, I can select any of their listed results to make the Add button available. Note that you must select a result under the producer and not just the Producer’s title line (bolded line atop producer’s results).
    2. Now you can select Add on the right.
    3. Within the Add window, you will find a few options to choose from. Choose the appropriate addition type, be it Work Day, Exception or Time Off, and press Ok to proceed.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10640″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Within new popup window, set the Date range first.
    2. The Week Cycle can be used to make this entry appear weekly (Week Cycle = 1) or every set number of weeks (e.g. Cycle = 4 will make this entry appear once every 4 weeks).
    3. Then set which days of the week to affect.
    4. Select which chairs to affect.
    5. Set the time ranges if needed.
    6. Select Ok to confirm your setup and exit this window. Alternatively, you can also press Next to commit this entry and start another one immediately.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Information” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-info-sign” color=”Accent-Color”]As of version 5.1, you can now set the Week Cycle up to 6.[/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][divider line_type=”No Line”][image_with_animation image_url=”10641″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][divider line_type=”No Line”][vc_column_text]

    1. Back on our results list, the Edit option will present the standard work hours window. To access it, select Edit, after ensuring you have highlighted a producer’s entry.
    2. In the new window, you can edit the standard working hours for any producer in the list, just be sure to highlight the producer to edit first.
    3. You can also access the familiar schedule entry windows via the Work Sched and Time Off buttons on the right side.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10642″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][image_with_animation image_url=”10643″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. These will behave exactly as normal. For example, the Work Schedule button gives us a chance to review all 3 types of entries in one place.
    2. The Time Off button will simply present an entry window for you to add a new Time Off record.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10644″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    Options:

    Back on the report page, you will find an Options button on the right side. This window will allow you to setup some visual options which can help you read your report more easily.

    1. Select the Options button.
    2. Each item is allowed a custom colour. Select the box beside the type to do so.
    3. Highlight Overlaps? will make spotting redundant entries a breeze. Enable the tick box option. This is a highly recommended option.
    4. Designate a colour for overlap highlights.
    5. If you prefer to use the 24 hour time format, select the tick box at the bottom.
    6. Select Ok to preserve your changes.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10645″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. With Highlight Overlaps enabled, you can see your new filter in action as shown here.
    2. The Defaults button will allow you to preserve your setup work for future use. This way you will not have to reset the Options or default date settings for the report.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]5.1 – Today’s Work ScheduleToday’s Work Schedule [/vc_column_text][/vc_column][/vc_row]

  • Find Appointments Report

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”2/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][vc_column column_padding=”padding-1-percent” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/3″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-tag” color=”Extra-Color-2″]

    version 5.1+

    [/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”20″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]The Find Appts option resides within the Search Blocked Off Report, added in version 5.1. Find Appts will aide you in searching for specific appointments such as planned appointments, appointments with a Reschedule type, or those with selections such as “Lab”, “Short Notice” and other tick box options found in the Appointment Details window.

    The purpose of this report is to find altered appointments, or those in need of attention. This will be an incredibly powerful tool to prevent appointments from “falling off the radar”.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Note” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][text-with-icon icon_type=”font_icon” icon=”icon-warning-sign” color=”Extra-Color-1″]This article and report depend entirely upon using the new Search Blocked Off report.[/text-with-icon][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10708″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]As previously mentioned, you will need to first run the Search Blocked Off report and find some results. Once you have produced some results on the Search Blocked Off report, the Find Appts button will become available.

    1. Enter a valid search criteria within the Search Blocked Off report to bring up some results.
    2. Highlight any result line to make the Find Appts button available.
    3. Select Find Appts.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10709″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Begin by designating types of appointments to include. The appointments we will find will still be under one of these Unscheduled types like Cancelations, No Shows etc.
    2. Select your producer or choose the Asterisk * to include all of them
    3. Select the chair or use the Asterisk again.
    4. Select the Status of patients to include. Typically this will be set to Active.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10710″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Set the date range as needed.
    2. Be sure to disable the Unit Range option. This filter will severely impact your results so be sure to use it only if you are certain of the details of the data you are looking for. Alternatively, use the Range option to find any appointments that would fit that range specifically, to help you fill in a schedule gap in the near future.
    3. Set the Appointment Code if known, otherwise leave it blank to maximize results.
    4. The same idea applies to the Type dropdown.
    5. Select the tick box options needed. As with the Unit Range filter, this set of options can be very helpful when searching for specific criteria. For example, the Lab tick box will show appointments which have had this tick box enabled. It is important to keep in mind the overall aim of this report: finding Unscheduled records still in need of re-booking. This report will not help you find booked appointments.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10711″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. The Pri box represents the Priority option found in appointment detail boxes. If your office uses these to indicate the sequence of appointments needed or their urgency, you can use the Pri box to further refine your search, or leave it blank to maximize results again.
    2. Select Search to begin the process.
    3. Your results will appear in the grid space below.
    4. The Status column will clarify the type of appointment in your results if you included more than just one. This is not the patient status (active, closed etc).
    5. The Date will reflect the appointment’s date details. For all types other than Planned, it will show the original reservation time for that appointment.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10712″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. The remaining columns are simple enough to understand at a glance.
    2. The Notes column will show whatever was manually written in the Appointment Details box (accessed by double left clicking appt, when initially booking it or editing it).
    3. Finally a Total amount of results is given at the end.
    4. The Clear button will dismiss all results.
    5. The Remove button will dismiss the currently highlighted result from the report, but will not affect it any other way. This will not delete the record.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10713″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    Right Click Options:

    Right clicking results will present some extra options.

    1. Go To Patient Profile will open the second tab of the Scheduler where you can easily review the patient or family appointment history.
    2. Schedule Appointment will give you the chance to book it, just be mindful to minimize or close the report window as it will likely obstruct your view of the Scheduler. If you choose to minimize it, you will find the window in the bottom left corner of the screen afterwards. It should look something like this: To bring the report back up on the screen, use the Square boxes icon.
    3. Audit Trail will present a popup window with the appointment’s track record, showing time stamps of the original booking/creation, edits and the user who made those changes.
    4. Appointment Notes will present a popup window to quickly add notes.
    5. Print List will print out all your results.

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” disable_element=”yes” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]This concludes the options found within the Find Appts sub-report. This report will be indispensable in database cleanup work.. It is the fastest and simplest means for finding and addressing outstanding altered appointments.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Additional Resources” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]5.1 – Search Blocked Off

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  • Sched – Adding time off

    [vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” bottom_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Description” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][vc_column_text]This article will guide you through the steps of add producer time-off.[/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” top_padding=”25″ overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/1″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_custom_heading text=”Step-by-Step” font_container=”tag:h3|text_align:left|color:%23000000″ use_theme_fonts=”yes”][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10597″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Open up the Scheduler
    2. Head over to the Scheduler icons located on right, and click on Scheduler Setup

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10721″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Select Producer Work Schedule

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10723″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Start by selecting the Producer from the dropdown

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10725″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. To begin adding time off, go to the bottom of the window and click on T-Off Add

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10737″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Select the dates for both Day From and Day To
    2. Change the Week Cycle if necessary
    3. Next, make the proper adjustments for Days Not Working
    4. For Type, chose the time off code from the dropdown

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10739″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Continuing on in the same window, chose one of the radio buttons for Hours Off for. Since this example is for vacation, we will select Entire Day
    2. If you have more time off to add, Click on Next
    3. Otherwise you can now click OK and close out of the window

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10748″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. To Edit these hours, either double click on the line, or click on T-Off Edit
    2. If you want to add more additional hours click on T-Off Add

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10745″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Complete all the necessary steps as previously done. For this example, I did Part of the Day and adjusted the proper hours below
    2. Once everything is completed, click OK

    [/vc_column_text][/vc_column][/vc_row][vc_row type=”in_container” full_screen_row_position=”middle” scene_position=”center” text_color=”dark” text_align=”left” class=”KB_Article_Row” overlay_strength=”0.3″][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][image_with_animation image_url=”10741″ alignment=”” animation=”Fade In” img_link_large=”yes” box_shadow=”none” max_width=”100%”][/vc_column][vc_column column_padding=”no-extra-padding” column_padding_position=”all” background_color_opacity=”1″ background_hover_color_opacity=”1″ column_shadow=”none” width=”1/2″ tablet_text_alignment=”default” phone_text_alignment=”default” column_border_width=”none” column_border_style=”solid”][vc_column_text]

    1. Your hours are now added on to the Work Schedule in the Time-Off Table
    2. Close out by clicking OK. You have now finished adding in Producer Time Off

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