Set Up Scheduling Classes

Use the Classes table to maintain your list of scheduling classifications. You assign appointment procedures to these classes, then add class specifications to your scheduling templates to establish the best scheduling protocol for your practice.

How to Get Here

• Grid Scheduler toolbar > Grid Tools arrow > Classes.

   

  First, open your Grid Scheduler. Then select Classes from the Grid Tools drop down menu.

  

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Choose Your Settings

Choose Record to Work With - Use the Previous and Next buttons, or the dropdown button at the bottom of the table window to choose an existing record to work with.

 

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• Create new class - Click New. Then enter the description and other details, described below.

   

  

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• Edit class record - Select a class to work with. If you just created a new record, it is selected automatically.

   

  

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  • Text- This field should describe the purpose of this class.

  • Foreground / background colors - Set up the colors that will be displayed in empty appointment slots. Before an appointment is scheduled, your grid template displays the colors of the class assigned to that cell (if any). After an appointment is scheduled, your grid template displays the colors of the procedure scheduled to that cell. Thus, you might want to coordinate your classification colors and associated procedure colors. (You set up procedure colors in your Procedure table. See "Set Up Procedure List" for details.)

  • Empty cell - This field contains the text character that displays in grid cells assigned to this class, before an appointment is scheduled (in other words, "empty" appointment time slots). Most offices leave the empty cell character blank, and use colors to differentiate classes.

  • Inactive / active toggle - Once you create a class, you cannot delete it. You can, however, flag it Inactive. Inactive classes cannot be added to grid templates.

  • Procedures in class - This section of the window shows you the procedures that can be scheduled to appointment cells that are assigned to this class. See "Set Up Procedure List" for details about assigning procedures to classes.

• Save your changes - Click Exit to save the changes you have made and close the editing window.

Notice!

• Print class list - See "Class List" for details. about printing your list of classes.

• "Empty" cell changes - If you change the Empty Cell field, the character displayed in all appointment grids change, too.

• Set Up Grid Scheduler
  • Appointment Reminders Table
  • Class Table
  • Delete Old Grids
  • General Grid Scheduler Properties
  • Grid Template Editor
  • Explorer Properties
  • Milestone Properties
  • Procedure Table
  • Template Calendar
  • Template Tools
  • Weekly Templates Editor

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