Appointment Rules
4 min
appointment rules define the times that a provider is available for appointments it is like a personalised appointment schedule these rules can be structured, indicating the type and duration for each consultation or unstructured create an appointment rule to create an appointment rule for a provider, you can create a new rule or duplicate an existing rule to create a new appointment rule go to maintain / appointment rules on the menu bar the appointment rules window appears select from the toolbar to add a new rule and select personal appointment rule to create an appointment schedule enter the rule details, pressing \[tab] to move between fields name the appointment rule with the reason for the rule (ex monday, tuesday, wednesday appointmentrule) and fill in the relevant details click to save the rule to edit an existing rule, double click the rule and make the changes click to save the changes duplicating an existing rule select an existing rule and select duplicate rule from the toolbar alter information required select to save creating a block out rule block outs are used to denote the times that a provider or all providers are unavailable for appointments go to maintain / appointment rules select common block out rule to create a block out rule to apply to all providersor select personal block out rule to create a block out rule for an individual provider name the block out rule with the reason for the block out and fill in the relevant details select to save attachments