Clinics: Used for zoning out specific sections of the appointment book, i.e Emergency, Private appointments.

Blocks: Used to block the appointment book rota off for one or more providers to prevent appointments from being booked. i.e Meetings, Clean Up Time, Holidays.

Both Blocks and Clinics are created via similar workflows and can be done as one-off instances or made to be recurring (i.e Weekly Meetings, Emergencies Clinics)

For blocking off Public Holidays see: Configuring Holidays.

• Editing Blocks and Clinics
• Creating a Block or Clinic from the appointment book
• Add to all Providers
• Booking over Blocks or Clinics
• Creating new Clinic categories

Editing Blocks and Clinics

Right-click the block or clinic from the appointment book and select the appropriate block or clinic you wish to amend.
The below section for creating Blocks or Clinics will show you how the configuration windows look and function if you are not already familiar with configuring Blocks or Clinics.

Creating a Block or Clinic from the appointment book

At the appropriate place in the appointment book View Day area, Right click or drag to select the period with the right mouse button, then select an option (Add Clinic or Add Block) from the menu:
For creating Rosters see: Creating a Roster

For a recurring event, check (tick) the Repeat Interval checkbox and specify the repeat interval in days (i.e 7 days so it happens the same day each week, 1 day to repeat it for every day). Leave it unticked if this is a one-off event for that day.

Select an appointment category for Clinics. The Category determines the colour and shading for the Clinic in the appointment book. Click the button next to the Appointment Category field to see the full list or to create a new category.

Add to all Providers

Use this checkbox when blocking off events that apply to all Providers, such as Practice training courses, Practice meetings or bank holidays.

Configuration screen examples

Add a one-off (single) Clinic:

You can also select a specific payor or Private so only those types of appointments can be booked within this clinic slot.

Add a one-off (single) Block:

To add an image click the button on the right of the description field and add/edit a new Block and select a picture and browse for an image stored on the computer.

The provider's column now shows this image between the dates/time’s specified.

Booking over blocks or clinics

With a block or clinic in place, appointments can still be booked into these spaces, with a warning appearing.

Appointments booked during a block will appear red (unless set otherwise in your Appointment Book Appearance settings) and those booked during a clinic will have the clinic lines over the booking.

Creating new Clinic categories

To create or edit existing clinic categories,

1. Open your Appointment Book.
2. Right-click on the appointment book.
3. Select Add Clinic.
4. Click into the Appointment Category field to make the selection box appear.
5. Click the section box to open the View Appointment Categories window.
   1. To edit an existing clinic, highlight the clinic then click e|d to open the Edit Appointment Category window.
   2. To add a new category, click +1, this will open the Add Appointment Category window.
6. Both of these options will open the same window where you can add/change the description and clinic colour.
7. Click OK once all your changes have been made.
8. These will now be available when creating clinics.