How to Configure Schedule / Diary Settings

Users with Administrative permissions can set up the Scheduler (US) or Diary (UK) for locations within their practice:

1. From the Administration tab (US), select Scheduler > Schedule Settings. The Schedule Settings screen is displayed.
   In the UK, select Administration > Diary > Diary Settings. The Diary Settings screen is displayed.
2. If there are multiple locations, you must select a location from the list, and then click Edit Schedule/Diary Settings. The settings for the selected location become editable.
   
3. Set the Base Time Unit for this location.
   How to Set/Change Default Time Units for Appointments
4. If applicable, select This Location Screens Patients.
   How to Manage Pre-Appointment Patient Screening
5. If applicable, select Display Schedule Production Data.
   How to View Production Forecasting Data on the Schedule
6. If applicable, select This Location Enforces Block Booking Rules.
   How to Use Block Booking Templates
7. For Default Recare/Default Recall Duration, enter the number of minutes for the standard Recare or Recall type appointment.
8. For Patient Name Display, select the format you want to display on the appointment tiles.
9. Select whether to Include Salutation (Mr., Ms., etc.). In the UK, this is the patient's Title.
10. Select whether to Display Patient Age.
    Note: Until the age of 18, patient ages are displayed in years + months.
11. Select whether this Location Allows Double Booking.
    Yes enables users to book overlapping appointments into a particular column and time slot.
    No prevents double booking but does not remove existing double-booked appointments from the Schedule.
12. To add chairs/columns/operatories, click Add Chair. 
    
    Each time you click Add Chair, a new line (column) is created. Enter the name of the Chair or Operatory, and indicate whether it is Active or Inactive. Click and drag the dots to the left of each chair to re-order how they will appear on the Scheduler or Diary.
13. Click Save.

Additional Scheduler/Diary Setup Features

See the following topics for additional setup features:

How to Set Default Scheduler Hours for a Location

How to Set Up a Provider's Schedule

How to Manage the Schedule Day View