Sensei Cloud Release 0.1.13261 | 25 Aug 2024

Product Enhancements and New Features

Block Booking Rules Enforcement

In response to requests from Orthodontic customers, locations using block booking templates to define when specific appointment types are to be scheduled now have the option to enforce these parameters. 

When block booking rules are enforced for a location, users are prevented from scheduling appointments that conflict with the block booking template rules applied to that day's schedule. Only appointments that match the appointment type defined in the applied template are allowed, unless the user has administrative permission to override the rule.

A prompt is displayed when a user attempts to schedule an appointment in a time slot that does not match the appointment type defined in the template applied to the day, or if an appointment type has not been defined.

Clicking Ok takes the user back a step in the scheduling process, to either find another spot on the schedule or to redefine the appointment type.

Note: If the user has permission, the option Override block booking rule is also displayed on the prompt. Clicking this enables the appointment to be scheduled in the selected slot.

• The new setting is found by selecting Administration > Scheduler/Diary > [select location] > Edit Schedule/Diary Settings. Check the option: This location enforces block booking rules.
• The ability to override block booking rules can be granted by selecting Administration > Permissions > User Permissions > General > Can Overwrite Block Booking Rules. 
  Note: Users in the Administrators group have this permission automatically.
• This feature only applies if a block booking template is present on the selected appointment slot. Select Manage Schedule View/Manage Diary View > Show Block Booking Guidance option to display applied templates on the Schedule.

Important: Appointments scheduled prior to the enabling of this feature are not affected. Only appointments scheduled going forward are subject to enforcement.

For more information, see How to Use Block Booking Templates.

Defects and Small Enhancements

Ten additional enhancements were addressed, including:

• A warning is now displayed when you attempt to mark a patient Inactive when there is a same-day or future appointment scheduled or non-zero balance (amount due or credit) for the patient.