Double-click using the right mouse button in the ‘View Day’ area where you want to add the Block or Clinic. This will display the following window:
Click the button in the ‘Type’ field to make your selection.
Enter a description, (e.g., “Meeting”, “Emergency time”, etc.)
Enter the ‘Start’ and ‘End’ times.
Enter the start date; this defaults to today's date, but may be overwritten as required.
If this is not a "one-off" block, and is to be repeated on a regular basis, click in the "Repeat Interval" checkbox. This will activate the "Days" box for you to enter an appropriate number, and the "End Date"; this defaults to today's date, but may be overwritten as required.
Enter the ‘Appointment Category’ field if you are adding a Clinic. If you are adding a Block, you will not be able to select an Appointment Category. If this clinic is just for a single payor, click the "Payor" button instead, and select the appropriate payor from the drop-down menu. If this is a private clinic, click "Private" instead.
A Block or Clinic can be added to all Providers’ appointment books, e.g., when blocking off bank holidays. To do this, place a tick in the ‘Add to All Providers’ checkbox to block the time off for everyone in the appointment book.
Click the ‘OK’ button to add the Block/Clinic to the appointment book or click ‘Cancel’ to return to the previous window.
There are also two methods to delete a Block or Clinic. The method you choose will depend on whether you want to delete just one Block/Clinic for a selected day or multiple repeats of a Block or Clinic.
button in the ‘Type’ field to make your selection.