Overbooking in an Appointment Slot

Overbooking in an Appointment Slot


Overbooking in an Appointment Slot

The Allow Overbooking setting controls the ability of a User to save an Appointment in a Slot where the maximum number of Appointments has been reached.

  • Access to overbook is controlled by User Permissions.
  • This maximum number of Appointments for a Slot is defined in Scheduling Setup. 

Allow overbooking by Role

  1. Under Security on the Admin Dashboard, select Roles.

  1. Click View in the Permissions column.

  1. Select the Role where this permission should be allowed or disallowed
  2. Type Overbooking on the Search line.
  3. Select the Allow Overbooking checkbox. (Uncheck to Prevent Overbooking)


Scheduling an Appointment beyond the Slot Capacity

When attempting to schedule an Appointment beyond the capacity of the Slot, a Warning displays highlighted in red at the top of the Add Appointment screen.


When saving the Add Appointment screen, a Validation Warning or Error will display depending on your User Permission for Allow Overbooking,

  • If you have the User Permission, a Validation Warning will display.
  • The option to Save All is available.
  • If you choose the Save All button, the Appointment will be added even though the slot is being overbooked.
  • If you do not want to overbook the slot, select the Skip Appointments with Conflict button.

  • If you do not have the User Permission, a Validation Error will display.
  • You will not be able to Save the Appointment.
  • Select the X on the upper right of the popup to select another appointment slot.






    • Related Articles

    • Modify an Appointment

      Modify an Appointment The following fields can be modified on an existing Appointment: Procedure Duration Case Authorization Referring Referral Reason Reason Note The Patient, Date, Time, and Resource cannot be modified on the Add Appointment screen. ...

    • 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 ...

    • 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 ...

    • Reschedule an Appointment/Reschedule Queue

      Move an Appointment to the Reschedule Queue The Reschedule Queue only displays if there is at least one Patient in the Queue. Select the Appointment on the Calendar to Reschedule the Patient if the Reschedule Queue is not displayed. Drag and Drop ...

    • 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 ...