Difference between revisions of "DuxWare Release Note - 06/18/2017"

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===Appointment Schedule===
 
===Appointment Schedule===
  
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'''Appointment Types and Categories:'''
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'''Appointment Block by Range Criteria:'''
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Appointment Block by Range is good tool to Block and Unblock appointments by date range.  To access Appointment Block by Range Criteria, select Appointment tab>Schedule Setup>Block by Range.
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There are two new filter options:
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* Appointment Type
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* Appointment Category
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The default value for both the Appointment Type and Category is "Any".  As an example, you could choose to select appointments to block for a certain category.  Select your date range, provider location, day or days of the week, time range, make the selection from the list of categories for the appointments that you would like to block; select "Block" as the action; enter a message to display on blocked appointments, then apply.  If you want to undo, then select the same criteria, then choose the "unblock" action, then apply.  It's that simple.
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Front Desk Managers now have the ability to lock down appointment slots by Appointment Type and/or Appointment Category.  To access the the Appointment Type and Category Setup: Appointments>Schedule Setup>Category Setup.
 
  
  
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[[File:EditApptCategoryLock.png]]
 
  
  
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There are some practices that would like to lock down a certain type of Appointment Type and/or Category when designating/assigning slots for particular type patients.  For example, there are many practices that designate so many slots for a given type period for New Patients.  Naming the slots is usually all that has to be done, but with a multi-provider practice, it becomes necessary to make sure all practitioners share the load of New Patient appointments.
 
  
 
===Reports===
 
===Reports===

Revision as of 17:14, 16 June 2017

Important System Updates - 06/18/2017

Appointment Schedule

Appointment Block by Range Criteria:

Appointment Block by Range is good tool to Block and Unblock appointments by date range. To access Appointment Block by Range Criteria, select Appointment tab>Schedule Setup>Block by Range.

There are two new filter options:

  • Appointment Type
  • Appointment Category

The default value for both the Appointment Type and Category is "Any". As an example, you could choose to select appointments to block for a certain category. Select your date range, provider location, day or days of the week, time range, make the selection from the list of categories for the appointments that you would like to block; select "Block" as the action; enter a message to display on blocked appointments, then apply. If you want to undo, then select the same criteria, then choose the "unblock" action, then apply. It's that simple.





Reports

Previous Release Note

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