When you make the appointment, you have the option to choose from a list of appointment types.
– To edit this list, go to Setup, Program Setup on the top menu bar and select Appointment Set Up.
– The current list of appointment types will open.
– You may edit the names and colors associated with an appointment; however, in the second column you must select the type of appointment from the list that best matches the appointment name you entered.
– This is so that the automatic reports in TDO that query the calendar will still work properly.
– To remove an appointment type, select the arrow at the beginning of the line you want to remove and use the delete key on your keyboard.
– Click yes to confirm.
– To add another type of appointment, use the next available line at the bottom of the screen.
– Make sure you select the appointment type as well.
– The appointment name will show in alphabetical order when making the appointment.
– Close the window to save your changes.
– You may type over any of the appointment names.
– To edit a color, at the bottom of this window, click the background button and select the color.
– When customizing the colors, you may change the taskbar color, background, and foreground colors.
– On this list are standard patient appointments and the two types of Block Appointments.
– You need to keep the In and Out options categorized as a Block Schedule type appointment.
– Do not add any additional types as Block Schedule.
– You may change the colors associated with the In and Out types and these will be used when you schedule a block appointment on the calendar.
– At the bottom of the form is the ‘Overwrite background with color per doctor’ checkbox.
– This option is for practices with two or more doctors.
– If you choose this option, any appointment for Doctor ‘A’ on the calendar will always have the same background color, and each doctor can have their own individual background color, making it easy to schedule correctly.
– Close the window to save your changes and make sure you close and reopen the calendar to see your changes!