Just the other day a customer called inquiring on how to pull up a report of broken appointments. For their particular management needs, they needed to be able to keep the broken appointment on the appointment schedule (for reporting) and be able to double book a confirmed appointment. Hmm…Luckily enough Practice-Web is capable of doing this very task and here is how.
Two appointments can not be scheduled in the same time slot in the same operator. Otherwise, you wouldn’t be able to see the information for the covered appointment. So how do you solve this double booking issue?
Step 1: Create an operatory to hold only broken appointments
Step 2: Customize two appointment views one with Broken Appointment operatories and the other without
To change views in the appointment module use the drop-down menu in the view field from your appointments module.
Go ahead and try it. Create your operatories and customize your views. Then move an appointment into the broken appointment operatory and change the appointment view. Voila’! The appointment will now be “hidden”. The broken appointment can remain at its originally scheduled time, but your active operatories can continue to hold active appointments. There are other reports to help you manage your unscheduled or canceled appointments. Click here to go to our online video tutorial website to see some. If you would like further assistance, don’t hesitate to call support at 800-845-9379 option 2 or connect with us online.
Happy appointment-making!