Setting up event types

Viewing the list of event types

1. Click the Setup button on the main toolbar.
2. Double-click Scheduling (or click the magnifying glass on the left to expand the menu).

3. Click Event types. 
   

   A list of event types appears in the Event types panel and includes information such as Name, Acronym, Resource types required, Duration, Color, and Settings. Use the Quick Find field to type the first few letters of the event name to quickly locate the desired event type. Optional settings are indicated by a colored box in the "Settings" column of the Events list.

Creating a new event type

1. Click the Setup button on the main toolbar.

2. Double-click Scheduling (or click the magnifying glass on the left to expand the menu).

3. Click Event types.
4. Click CREATE NEW.

5. In the Create event type dialog box, enter the event Name, Acronym, Default duration (in minutes).

      6. Optionally, do one or more of the following:

• Select an appointment Color from the drop-down menu.
• Check the Is default box to have the specific appointment type appear first in the list of event types when scheduling a new appointment.
• Check the Default mark busy box to require that the provider not be double-booked during appointments of this type. The appointment will appear with a solid color on the schedule. If the Default mark busy box is un-checked, the appointment will show in white with a colored outline on the schedule.

• Check the Default sales opportunity box to count appointments of this type as sales opportunities. The appointment will be calculated in the Appointment Analysis and Closing Rate by Opportunity report. 
• Check the Journal entry required box to require that appointments of this type have a linked journal entry.

• Check the Online review enabled box if reviews can be sent to patients scheduled for this appointments of this type.
• Check the Online booking enabled box if patients can book this appointment type online. This will open another section to fill out:
  
  • Type the event name patients see online when booking this appointments of this type.
  • Select whether new patients, existing patients, or both can schedule appointments of this type. 
  • Type an optional description of this appointment type. This will display online. 

• Check off the Required resource types for this appointment type. 

• Check the Reminders enabled check box if you would like for an automatic appointment reminder to be sent for appointments of this type.

       7. Click CREATE.

Editing an event type

1. Click the Setup button on the main toolbar.

2. Click Event types.

3. In the Event types panel, double-click on the desired event type, or click on the event and select EDIT DETAILS.

4. In the Edit event type dialog box, edit the event details as needed.

5. Click UPDATE.

Deactivating/Reactivating an event type

1. Click the Setup button on the main toolbar.

2. Click Event types.

3. In the Event types panel, double-click on the desired event type, or click on the event and select EDIT DETAILS.
4. In the Edit event type dialog box, un-check the Active check box.
   

5. Click UPDATE.

   To reactivate an event type, un-check the Show active items only check box at the top of the Event types panel. Double-click on a deactivated event type (indicated with a red X), or select the event type and click EDIT DETAILS. Check the Active check box and click UPDATE.