Setting a Provider’s Working Hours

See also: video-icon_12x12px Amending a Provider Rota Open in New Window icon

To Set a Provider’s Working Hours

  1. Click on the button to open the ‘Restrict Appointment Times’ window as shown below:

  2. Click the Block Rota button button to set up permanent working hours. The ‘Create Blocks’ screen will appear as shown below:

  3. In the ‘Rota Length (Weeks)’ field, enter the number of weeks in the Provider’s work cycle. To repeat the same hours every week, set the Rota Length to "1". If the provider works different hours on different weeks, select the appropriate number of weeks in the rota. As the number of weeks is increased, (up to a maximum of 6) an extra Tab will be added.
  4. In the ‘Start Date’ field, enter the date that the Provider’s appointments are to start from.
  5. Tick the check boxes beside each day in the ‘Works On’ column to indicate when the provider is available.
  6. Enter the appropriate start/end times for each day in the ‘Day Start’ and ‘Day End’ columns. If a lunch break is required, tick the ‘Include Lunch’ box, and enter a start time and a length or lunch and also. Repeat this method if breaks are required throughout the day.

    NOTE: Remember that unless you have reconfigured the use of the Enter key, the Tab key on the keyboard is used to move between fields, and that ‘AM’ and ‘PM’ must be specified (unless using/entering 24-hour times, e.g., "16:30").

  7. Complete the entries for the remaining weeks of the Rotation, if working with more than a 1-week rotation.
  8. Click the ‘OK’ button to enter the blocks into the appointment book for the selected provider.
  9. Select a colour for the Provider’s appointments and treatment plans, as previously described, to assist reception when booking appointments.

 

If the practice has EXDOCe enabled, a provider can choose to have appointments emailed to their ‘Inbox’ tab.

See also...

Configuring the Provider Appointments Tab

Sending Booking-notification Emails to Providers

Production Goals

Creating an Appointment Book for a Provider

Transferring appointments between Providers

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Creating an Appointment Book for a Provider