Setting Up Appointment Scheduler Preferences

To set up appointment scheduler preferences

  1. Open the Company Offices window. See Opening the Company Offices Window.
  2. Click the Preferences link.

    The Appointment Scheduler Preferences window opens.

  3. Select one of the following options from the Insurance box to denote your preference for recording patients’ insurance information when scheduling appointments:
    • Not required
    • Warn if missing
    • Always required
  4. Select one of the following options from the Patient for Appointment box to denote your preference for recording patients when scheduling appointments (for example, if you select “Not Required,” you can schedule time for nonpatient appointments, such as office meetings and breaks):
    • Not required
    • Warn if missing
    • Always required
  5. Select one of the following options from the Appointment Type box to denote your preference for recording the appointment type when scheduling appointments:
    • Not required
    • Warn if missing
    • Always required
    • If providers in your office are using Eyefinity EHR, select Always Required.
    • If you do not require an appointment type when an appointment is scheduled, AcuityLogic sends "unspecified" as the appointment type when it sends the patients and appointments to Eyefinity EHR to create the Quick List.
  6. To change the colors used to denote available and unavailable time periods, select new colors from the following drop-down lists in the Scheduler Colors box:
    • Closed: Denotes that an office is closed. This color appears in the Scheduler and when the employee’s schedule is set up in AcuityLogic Admin.
    • Available: Denotes that a resource is available during office hours. This color appears in the Scheduler and when the employee’s schedule is set up in AcuityLogic Admin.
    • Not Available: Denotes that a resource is unavailable during office hours. This color appears in the Scheduler and when the employee’s schedule is set up in AcuityLogic Admin.
    • Other Location: Denotes a resource’s available time at another location when the employee’s schedule is set up in AcuityLogic Admin.
    • Appt Default: Assigned to appointments for appointment services that are active but do not yet have colors assigned to them. See Setting Up Appointment Services.
    • Highlight: Used to highlight time slots in the Scheduler and when the employee’s schedule is set up in AcuityLogic Admin.
    Click Restore Defaults to return all Scheduler colors to the default colors.
  7. If you want to allow scheduling overrides, select one or more of the following overrides from the Overrides box:
    • Overbook Limits
      If you allow overbook limit overrides, you can schedule appointments even if the overbooking limit has been exceeded. See To add or modify an employee.
    • Closed/Unavailable Times
    • Service Warnings
    • Insurance Warnings
  8. Select one of the following default scheduling views from the Default Scheduler View box:
    • Calendar View
    • Book View
  9. Select one of the following options from the Past Date Appointments box to denote your preference for scheduling appointments for a time or date in the past:
    • Allowed
    • Warn if past date
    • Never allowed
  10. To copy the preferences for this office to other offices, click Copy Preferences and follow these instructions:
    1. Select the offices to copy the preferences to from the To Office drop-down list.
    2. Click Copy.

      The window closes.

  11. Click OK to save your preferences and close the window.

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