Scheduling · Appointment information

Appointment Types #

Use Appointment Types to define the labels, default duration, and color staff see when choosing an appointment type.

Open Appointment Types #

1. Select the Schedule tab on the Phoenix ribbon.
2. In Appointment Codes, select Appointment Types.
3. The Appointment Types window opens over the Phoenix workspace.

What each field controls #

• Display Name identifies the type.
• Menu Caption is the caption associated with the type.
• Default Duration supplies its initial duration.
• Default Color supplies its schedule color.

Add an appointment type #

1. Select Add.
2. Enter the Display Name and Menu Caption.
3. Choose the Default Duration and Default Color.
4. Review the values, then select Save.

Use names and durations approved by your practice. Similar or duplicate names can make appointment selection harder for staff.

Update an appointment type #

1. Use the record controls or lookup to locate the type.
2. Confirm that you selected the intended record.
3. Change only the needed value.
4. Select Save.