Rotas

Providers' normal working hours

Use rotas to identify the times a provider is available for booking appointments.

Easily add rotational timetables for each provider.

Rosters

Keep track of who is working where and when.

Use rosters to assign a provider to a particular chair, room, or surgery in the Appointment Book.

These are displayed as a coloured frame around the rostered time in the Appointment Book and the 'Restrict Appointment window'. Rosters are coloured by provider selection.

NOTES:

- If providers usually each work in the same place and only occasionally move to another chair or room, you do not need to set up rosters.

- Before you can set up rosters, rooms need to have been created from the Configure > Appointment Books menu item.

- If your practice is located in more than one physical location, you will need to configure EXACT to use locations.

Blocks

Where providers are not available.

Use blocks to show restricted times within the provider’s timetable that are not available for appointments, and that the Rota can’t cater for (e.g. additional breaks, meetings, training, vacation days etc). Blocks display as coloured blocks (usually grey) in the appointment book.

Clinics

Periods for special types of treatment.

Use clinics to set time aside for particular types of treatment (e.g., General Anaesthetics, Root Canal Treatment, Emergency Treatment, etc). Clinics display as diagonal lines through time ranges as shown below: