Setting Up Appointment Services

The services available for you to set up in the Scheduler are the same services available for you to set up in the Products & Services: Service Setup window. (See Setting Up Services.)

To set up appointment services:

1. On the Encompass home screen, click Administration.

   The Company: Setup screen opens.

2. On the top menu bar, click the Office Config. drop-down list and select the office where you want to set up appointment services.

   The office setup screen opens.

3. In the top menu bar, click Scheduler and select Appointment Service Setup.
4. Search for the service you want to set up.
5. To have the service show in the schedule with appointments highlighted in a specific color, select the color from the Appt. Services Color drop-down field.

   You can select a different color for each service or assign the same color to multiple services.

6. To enable the service to be scheduled, select the Active check box.
7. Click Save.

   To revert your selections to the last saved selections, click Revert.