Scheduling - Amend Layout Length of Day

This topic is under construction.

Use the Amend Layout Length of Day window (entitled Extend Begin/End Time of Days) to add time slots to the end of the day or the beginning of the day in the Appointment Book Area.  The table following the window example describes the Extend Begin/End Time of Days window for the Amend Layout process.

Tips:

Directions:

To display the Extend Begin/End Time of Days window:

  1. Open Scheduling to display the Appointment Book Area.

  2. Launch Amend Schedule from the Scheduling Shortcut Menu.
    Tip
    : For additional information, click More.

  3. At the Change Schedule Layout window:

  1. Click Extend Day's Time .

  2. Fill in the window.

  3. Click OK to display the Extend Begin/End Time of Days window.

    Tip
    :  After completing the Extend Begin/Time of Days window, you will see a window displaying the Extend Day Schedule Action Summary.  To see an example, click More.

Extend Begin/End Time of Days Window Example:

 

Scheduling - Amend Layout Length of Day

Extend Begin/End Time of Days Window Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Note:  You will see this window only if you clicked Extend Day's Time at the Change Schedule Layout window.

Provider

You can specify that the changes take place for one or more providers.  For example, you can add time slots for multiple providers if you are blocking out an early meeting time for all of the providers in the practice.

To add providers:

  1. For each additional provider enter the Scheduling Provider Code whose layout you want to change.  (up to 4 characters)

  2. Click Plus/Minus to add the provider to the list.

Note:  Frequently you can skip this field.  When you select the day to change at the Appointment Book Area, INSight automatically adds that provider to the list in this window.

To add a Scheduling Provider Code to the Provider List, click Plus/Minus.

Provider List

Displays the list of Scheduling Provider Codes that will be amended.

Process All Days

Click one of the following Amendment Process Options in the drop-down list, if you are amending multiple days at once:

  • All Days that fit the Time Frame - Add time slots only if they fit within the predefined layout for the provider and date.

  • All Days that fit the day Format - Only amend the day if the duration for the amendment's time slots match the duration of the day's existing time slots.

    Tip
    :  NDS recommends the day format.

Note:  This option is applicable only when you amend more than one day.

Current Information for the Time Slots

Tip:  The following fields are informational for your reference.

Start Time

Displays the current starting time for the first time slot in the day.

Start Slot Length

Displays the duration of the current time slots.

Start # Preferred

Displays the preferred number of appointments allowed in the first time slot (used for forcing appointments when double-booking).

End Time

Displays the end time of the last time slot in the day.

End Slot Length

Displays the duration of the last time slot of the day.

End # Preferred

Displays the preferred number of appointments allowed in the last time slot (used for forcing appointments when double-booking).

Proc Count

Displays how many time slots appear for a slice of time.  For example, you can have two time slots from 07:00 to 07:30 to avoid the necessity of forcing appointments when double-booking.

Tip:  This value defaults from INSight Scheduling PARAM Maintenance.

Extend

Click one of the following Scheduling Extend Day Options in the drop-down list.

  • Start of Day - Add time slots to the beginning of the day.

  • End of Day - Add time slots to the end of the day.

Note:  The field labels and the default values in the New Information fields below vary according to the option specified here.

Amend Information

Note:  Enter the change values in this section for the amendment.

Tip:  The default values displayed depend on the Extend option you specified.

If you specified...

  • Start of Day, then the values in the Amend Information fields default to the associated value of the current first time slot in the first date being amended.

  • End of Day, then the values in the Amend Information fields default to the associated value of the current last time slot in the first date being amended.

New Start Time

If adding time slots to the beginning of the day, enter the beginning time of the new first time slot. (hh:ss - 24 hour military time, colon optional)

New End Time

If adding time slots to the end of the day, enter the ending time of the new last time slot.  (hh:ss - 24 hour military time, colon optional)

Slot Length

Enter the duration of each time slot being added.  (minutes, 4.0 numeric)

Example:  If you are adding four 30-minute slots, enter 30.

# Preferred

Enter the preferred number of appointments allowed in the time slots being added (used for forcing appointments when double-booking).  (4.0 numeric)

Proc Count

Enter the number of time slots that should appear for a slice of time.  For example, you can have two time slots from 07:00 to 07:30 to avoid the necessity of forcing appointments when double-booking.  (4.0 numeric)

Tip:  This value defaults from INSight Scheduling PARAM Maintenance.

Appt Type

Enter the new Scheduling Appointment Type ID for the Time Slots that you are adding.  (up to 6 characters)

Tips:

  • To search for an Appointment Type ID, click Search or press [CTRL + f].

  • If you are amending the Start of Day, this value defaults from the current first time slot.

  • If you are amending the End of Day, this valued defaults from the current last time slot.

  • Appointment Category ID and Appointment Set ID are not permissible here.

Location

Enter the new Scheduling Location Code for the time slots that you are adding.  (up to 2 characters)

Tips:

  • To search for a Location Code, click Search or press [CTRL + f].

  • If you are amending the Start of Day, this value defaults from the current first time slot.

  • If you are amending the End of Day, this valued defaults from the current last time slot.

Buttons

To make the changes to the length of day, click Extend.

Keyboard shortcut:  [ALT + e]

To cancel the amendment, click Cancel.

Keyboard shortcut:  [ALT + c]

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