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Set Up Scheduling Classes

Use the Classes editor to maintain your list of scheduling classifications. You assign appointment procedures to these classes, then add class specifications to your scheduling templates to establish the best scheduling protocol for your practice.

How to Get Here

Home ribbon bar > Editors > Scheduling > Classes. (You can also search for the editor you want to work with.)

Click Editors from the Tools section of the Home ribbon bar.

Select Scheduling in the list at the left, and choose the Classes option.

Setup

Choose Record to Work With - Your list of existing records appears at the left. Click the record to work with. The details for that record appear at the right.

Display Active / Inactive Records - You can choose whether to include inactive records in your list. Click the icon at the top of the window to include/exclude the inactive records.

Create new record - Type a name in the Create New Class portion of the window and click Add. You can then edit your new record to complete the details.
Edit class record - Select a class to work with. If you just created a new record, it is selected automatically.
- Name - This field should describe the purpose of this class.
- Foreground / background colors - Set up the colors that will be displayed in empty appointment slots. Before an appointment is scheduled, your grid template displays the colors of the class assigned to that cell (if any). After an appointment is scheduled, your grid template displays the colors of the procedure scheduled to that cell. Thus, you might want to coordinate your classification colors and associated procedure colors. (You set up procedure colors in your Procedure editor. See "Set Up Procedure List" for details.)
- Class structure (minutes & chair span) - Use the minutes and chair span fields to create a Class Structure composed of a specific time length and chair span that you can drag and drop onto your grid templates. See "Use Template Editing Tools" for details.
- Inactive / active toggle - Once you create a class, you cannot delete it. You can, however, flag it Inactive. Inactive classes cannot be added to grid templates individually. Class structures that are composed of inactive classes can be dragged onto a template. In addition, you can include inactive descriptions in your list of classes, and change them back to Active if needed. See "Display active / inactive statuses", above, for details.
- Procedures in class - This section of the window shows you the procedures that can be scheduled to appointment cells that are assigned to this class. See "Set Up Procedure List" for details about assigning procedures to classes.