Users without the permission can only add, edit, and delete blockouts flagged as DC and NS.īlockouts cannot overlap. The Blockouts permission is required to add, edit, cut/copy/paste, and delete blockouts that are not flagged as Disable Cut/Copy/Paste (DC) or No appointment scheduling (NS)." (DC). Appointments can be scheduled on top of certain blockout types. Click Paste or click Repeat and enter in the number of days or weeks you would like your blockout schedule to be pasted.In the Appointments Module, blockouts show as colored areas.īlockouts change the background color of the schedule, can be set to enforce scheduling, and are visible from Mobile Web.NOTE: If you do not want existing blackouts to be replaced, make sure the Replace Existing box is unchecked (this box is checked by default). Verify the correct day or week is showing in the Clipboard Contents.Right-click and select Blockout Cut-Copy-Paste. On the schedule, go to the day or week you want to paste your blockout schedule on.
Click Copy Day or Copy Week, this will copy the day or week you are in. Right-click anywhere on your schedule and then click on Blockout Cut-Copy-Paste. Once you have a “template week” copy the week using Blockout Cut-Copy-Paste to apply blackouts to use going forward. If each day is the same, you can use Copy Day in Blockout Cut-Copy-Paste to fill in your schedule for the week. If you want the blockout in more than one operatory, select multiple operatories (click/drag or ctrl+click). Your current operatory will already be selected in Operatories. Select your start and stop time to set the length of the blockout. Do not check “Block appointments scheduling” as this will prevent any appointments from being scheduled on this blockout. Name your blockout (in our example above we have blockouts for Recall, SRP, New Patient, Minor Restorative, and Major Restorative), then click on Color and assign a color to this blockout type. To create blockout types for each type of production value, go to Setup> Definitions> Blockout Types. Your Production Goals will help you determine what mix is right for you. Your production value mix will be different than that of another office. High-value appointments will be crown preps and SRP, for example. No-or low-value appointments will be things like recall, minor restorative treatment, and deliveries. What we’re doing here is giving your scheduler visual indicators of the production value of blockouts for scheduling. Set up Blockout Types for each production value group. Larger practices may not require as much scheduling flexibility and may be able to implement block scheduling a bit easier than smaller practices that need to be more nimble with their scheduling. Block scheduling can go a long way toward helping you achieve your production goals while providing excellent dental care to your patients. With blockouts color-coded by appointment value, you control the production value mix of your appointments (balancing no- or low-value appointments with high-value appointments). When patients call, it’s easy to get them scheduled based on the purpose of their visit. Your scheduler can see at-a-glance where different types of appointments can be placed in the schedule (based on the color-coding of different blockout types). 
Finding the balance between the discipline of scheduling by blockout and the flexibility needed to meet the needs of your patients will be key.īlock scheduling can provide the following benefits: Life (much like your schedule) can be unpredictable and imperfect, so you will need to leave room for flexibility.
It is important to remember, though, that it’s a guideline. Block scheduling is also referred to as perfect day or ideal day scheduling. In a block scheduling approach, you would block out your entire day with various types of blockouts.
#Open dental scheduling how to#
We will review the benefits of block scheduling, common procedures that blockouts can be used for, setting up blockout types for each procedure group, and how to set up a “Template Week” to make it easier to Cut-Copy-Paste a block schedule. In this post, we’ll discuss how block scheduling makes the scheduling process more efficient and productive and allows you to schedule appointments in a way that helps you achieve your production goals while providing excellent care to your patients. Patient scheduling is an everyday task that’s critically important to your practice’s success and growth.
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