It’s the start of a new year! One of the first things you’ll want to do is make sure you get your practice schedule set up now, blocking off time for vacations, holidays and times you know you’ll be closed. It’s better to do that now, at the first of the year, before appointments get scheduled on those dates and you have more work to do to get them rescheduled.
This month’s tip will talk about two different ways you can go about setting up your schedule: closing the entire office on selected days and closing individual operatories on selected days.
When the entire office is closed for a holiday or other event, instead of just blocking off the operatories in the schedule, the best thing to do is to close the office on that day in the Appointment Book. If you leave the office open and just block out time, the day will still be counted as available time on your reports and your weekly and hourly production totals will be lower than they should be. When you close the day in the Appointment Book, the day will be grayed out and will give you a warning that the office is closed if you try to schedule something on that day.
To close the office on a selected day:
You’ll want to follow the above steps for holidays that have a different date each year (such as Thanksgiving or Memorial Day). For holidays that occur on the same date each year, such as Christmas or 4th of July, when you click the Office Closed button, click Set Yearly Holiday on selected day. This will close the practice every year on that date.
Occasionally, you will need to close an operatory for a day, but the rest of the office needs to remain open. You can use the Schedule Event tool to close an operatory for an entire day and block it out on your schedule without adjusting the practice schedule or provider schedules.
To close an operatory:
Getting your yearly schedule set up now when the year has just begun will save you the headache of having to reschedule appointments later or having to try and plan vacation and holiday hours around what’s already in the Appointment Book.
For more information about setting up holidays in Dentrix, visit the Dentrix Resource Center at www.dentrix.com/resource-center and see the Yearly Holidays knowledgebase article (#19704), or view the Changing Schedule Hours article in the Dentrix Help.