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.

    • Related Articles

    • Create Slot Types

      Slots are defined by types of appointments and how many (max concurrency) can be scheduled in a specific slot. Create Scheduling Slot Types On the Scheduling Setup screen, select the Slots tab. Click Add. Type Code: The Type Code displays in the ...

    • Appointment Types: Add/Delete/Expire

      Create Appointment Types that are identical to the existing Appointment Types in the Clinical Documentation. Create an Appointment Type From the Scheduling Dashboard, click Scheduling Setup. Click the Types tab. Click Add. Type: Enter a short name ...

    • Scheduling Rules

      Scheduling Rules can be used to further define your Appointment criteria for optimal Patient flow by controlling: Maximum Appointments allowed for AM, PM, or Day; Required interval between Appointments; How far in advance an appointment can/should be ...

    • Appointment Shells

      Appointment Shells Appointment Shells is a Calendar option that opens a view of the types of Appointment Slots that are available. The User has the ability to Add/Modify/View Concurrent Appointments and identify the number of Appointments and ...

    • Add an Appointment

      Add an Appointment Prevent Creation of Simultaneous Appointments in the Same Slot To prevent Users from creating Appointments in the same slot, the System displays this message: Warning? User XXX is also editing this slot. Add an Appointment to the ...