SoftDent: Copying Blocked Slots and Slot Notes

Document created by tshaw Employee on Apr 14, 2016
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After you have painted or marked the Daybook, you can copy the color scheduling group definitions for the practice or a specific provider from the selected day or week to a specific day, week, or month.

 

To copy the painted or marked Daybook color scheduling group definitions for the entire practice or a specific provider:

1.    Select Scheduler > Setup Goals and Colors. The Month At A Glance (GOAL) window is displayed.

2.    Select an option:

  • To copy the painted or marked Daybook time slots assigned to the practice:
    • Note: When this option is selected, only time slots and operatories (rooms) that contain color scheduling definitions associated with the office are copied. In the Daybook, 0 is displayed in painted or marked time slots that are associated with the practice.
  • To copy the painted or marked Daybook time slots assigned to a specific provider:
    • Note: When this option is selected, only time slots and operatories (rooms) containing color scheduling definitions associated with the provider are copied. In the Daybook, the provider identification number is displayed in painted or marked time slots that are associated with the provider.

3.    Select the date containing the painted or marked schedule, and select Copy Colors from the Options section of the Express bar or the Options menu. The Copy Colors for window is displayed.

4.    Select an option:

  • To copy the schedule for all operatories: Select All Ops.
  • To copy the schedule for one or more operatories: Select Op Range and type the numbers for the operatories you want to copy in the From and To fields. To copy one operatory at a time, type the same number in both fields.

5.    Select an option:

  • To copy the schedule for the selected calendar date: Select This Day from the From section.
  • To copy the schedule for the entire week: Select This Week from the From section.

6.    Select an option in the To section.

  • To copy any slot notes annotated on the selected date, select Copy Slot Notes.
  • To copy any blocked slots applied to the selected date, select Copy Blocked Slots.

9.    Click OK. A message asking you to confirm the color copy is displayed.

10.    Click Yes.

11.    Click Close.

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