Appointment Options

Appointment Options enables you to configure global default appointment settings for a practice. You can set up office hours, configure appointment time increments, and enable automatic appointment reminders, color coding and timeblock rules. These settings affect all locations and resources within the practice.

Tip: It is recommended to enable Patient Communications in the web platform instead of appointment reminders in the Desktop Application (PM). Patient Communications increases your practice's income by sending automated appointment reminders to patients via email, text message, and/or phone.

Navigate to Appointment Options Click Settings > Options > Appointment Options. The Edit Appointment Options window opens.

Appointment Options Calendar Office Hours section: Start time and End time: Click the drop-down arrow to select the calendar start and end times. Note: Timeblocks set up in the Timeblock Calendar will override these times. Daily Calendar section: Click the drop-down arrow to select the shortest appointment increment the practice will schedule on the calendar. The following options are selected by default. Click to select or clear the selection as necessary: "Show appointments color coded by primary reason" "Show calendar color coded by timeblock" "Show legend for timeblocks" Timeblock Rules section: To prevent a new appointment from being saved if it conflicts with a timeblock rule, click to select "Enforce timeblock scheduling rules". Basic Appointment Reminders section: "Enable basic appointment reminders": When enabled, allows phone call reminders for patients opted in on their Patient record. Note: It is not recommended to enable this feature if Patient Communications Phone Messages have also been enabled for the practice, otherwise, patients will receive two different phone call reminders. "Enable email reminders": When enabled, allows email appointment reminders for patients opted in on their Patient record. CC Email Recipients: Enter additional email recipients that should receive a copy of the appointment reminder emails. Click Save when finished.