Max Concurrent Rules for Multiple Appointment Types in One Slot

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 for 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.

  • Example:
  • Dr. A can see any combination of 10 Established Patients, New Patients, and Follow Ups.
  • Max Concurrency AM: 5 Patients
  • Max Concurrency PM: 5 Patients
  • 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.
  • 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

Scheduling > Schedule Setup > Slot Tab

  1. In Scheduling Setup, select the Slot tab.

  1. Select the Slot that you want to define.

  1. The Maximum Concurrent Appointments is set for 2.
  • However, you want some of the Appointments only to have 1 as the Concurrency.
  1. In the Appointment Types panel, make sure that all the Appointment Types are checked that you want scheduled in this Slot.
  2. Select the Add link in the Concurrent Appointments panel.

  1. Max Appointments: Enter 1 for the number of New Patient Appointments to be scheduled in this Slot.
  • This will override the Maximum Concurrent Appointments above.
  1. Duration: Select the Duration of the Appointments that was set up for this Slot.
  2. From the list of 15-minute Appointments, select the ones that you want only 1 Appointment per Slot.
  3. Select Save [F2].

  1. The Appointment Types with only 1 Concurrency will display.
  2. Select Save [F2].


Learn More

Schedule Setup and Build Overview




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