QDPM-How to Use Block Appointments

QDPM-How to Use Block Appointments

How to use Block Appointments

How do I block out a day or a portion of the day on a case by case basis?

Scheduling setup > Appointment Types > ADD >  Click 'block' > Save

Now that you have an appointment type to use to Block,
  1. On the Add/Edit Appointment screen> Click 'Block Time'
  2. In the new window  > Choose a description 
  3. Choose a Block type and Duration.  You may have multiples for different reasons such as golf day or surgery
  4. Save


How can I add a note for the day using Block time

  • Create a Block time for Notes
  • Use the Block appointment to add a note for front desk and schedulers as seen below