Max Concurrent Rules for Multiple Appointment Types in One Slot

Max Concurrent Rules for Multiple Appointment Types in One Slot

Maximum Concurrency can be specified for Appointment Types in a specific Slot Type.

Scheduling Rules define concurrency for a day or days for Resources, Facilities, and Appointment Types, but does not specify Max Concurrency for each Appointment Type in a Slot.
  1. Example:
    1. Dr. A can see any combination of 10 Established Patients, New Patients, and Follow Ups.
      1. Max Concurrency AM: 5 Patients
      2. Max Concurrency PM: 5 Patients
    2. The Build has a Slot Type for 9:00 AM and 1:00 PM that will allow New Patient appointments and Follow Up appointments with the Slot Type having 2 concurrencies.
      1. If left like this the User could put two New Patients or two Follow Up appointments or one of each in the Slot on the Calendar.
However, Dr. A only wants 1 New Patient and 1 Follow up Patient at 9:00 and 1:00; not 2 New or 2 Follow Ups.

Set Up the Max Concurrency on the Slot Tab

Specify the Max Concurrency for each Appointment Type used in the 9:00 and 1:00 Slots.

Slot Tab

  1. In Scheduling Setup, select the Slot tab.
  2. Select the Slot that you want to define.

Appointment Types

  1. Under Appointment Types, select all the Follow Up and New Patient Appointments that you want scheduled in this Slot.

Concurrent Appointments

  1. Select Add.
    1. Max Appointments: Enter 1 for the number of New Patient Appointments to be scheduled in this Slot.
    2. Duration: Select the Duration that was set up for the New Patient Appointments, such as 30.
    3. A list of Appointments that are set up for 30 minutes will be listed.
    4. Select the checkboxes of the ones you want to include for the 9:00 and 1:00 Slots.
    5. Select Save [F2].

  1. Select Add again.
    1. Max Appointments: Enter 1 for the number of Follow Up Appointments to be scheduled in this Slot.
    2. Duration: Select the Duration that was set up for Follow Up Appointments, such as 15.
    3. Select the checkboxes of the Follow Up Appointments from the list to include in the 9:00 and 1:00 Slots.
    4. Select Save [F2].
  2. Select Save [F2] again.

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