Customize Appointment Expert

Enter values to indicate the default number of days in the future that searches will start and end.

Select a radio button to indicate how the Expert searches for disciplines:

• Session or Daily Layout setup: The Expert uses the disciplines stamped on each chair in the Scheduler window > Chair tab via session and/or daily layouts.

• Provider Schedule Ideal Day Preferences: The Expert uses the provider’s discipline, as set in the Provider Ideal Day Settings window > Preferences section.

Select the checkbox to search for only available times that match the provider’s discipline when using the Search for Specialists checkbox.

Important: Only available times that match the discipline display; all other criteria are ignored.

Note: The provider’s discipline is managed from Maintenance > Office > Users > Provider tab > Specialty field.

Enter a value to indicate the maximum number of search results that can display in one set at a time.

Tip: When working in the Expert, you can click the Load More button to display more sets of results.

Select the checkbox to indicate that the Expert will suggest first and last available times per open block to help ensure appointments do not create unusable blocks of time.

• If selected and the day is empty without a patient-specified time, the Expert offers the first and last opening at the start and end of a reservation.

• If selected and appointments exist, the Expert offers the first available time after the booked appointment, plus the last opening from the end of reservation.

• If deselected and the day is empty without a patient-specified time, the Expert only offers the first opening from the start of a reservation.

• If deselected and appointments exist, the Expert takes the available time slot just before and just after the booked appointment.

Select the checkbox to indicate that the Expert can display results with the same provider and same time if some providers use multiple reserved chairs.

Deselect the checkbox to indicate that the Expert can display results with the same provider only once even if some providers use multiple reserved chairs.

Enter a value to indicate the minimum gap time in minutes allowed between appointments within a search.

This prevents booking appointments too close together, giving providers buffer time between appointments (e.g., walking to a different building).

Example: If set to 15, and axiUm finds two available time blocks within 10 minutes of each other, it discards one of those search results.

Select the checkbox to include overflow chairs in searches when the Search on Available Chairs radio button is selected.

Select the checkbox to exclude appointment requests when searching for available times in the Expert.

Deselect the checkbox to include appointment requests when searching for available times in the Expert.

Example: A session runs from 8:00 AM – 12:00 PM and you want to schedule a 1-hour appointment. There are no appointments booked, but an appointment request has been made for a 1-hour appointment at 8:00. If the request is excluded, the Expert offers 8:00 AM and 11:00 AM as options. If the request is included, the Expert offers 9:00 AM and 11:00 AM as options.

Select the checkbox to indicate that if you remove chair or provider columns in the Active tab and select providers in the Appointment Expert window to book an appointment, axiUm reinserts all original columns into the Active tab if any of those providers are selected.

Note: This checkbox works in conjunction with the in the Books window > Allow dynamic columns for providers/chairs field.

Select a radio button to indicate how overlaps in appointment times will be handled by default when searching in the Appointment Expert in regular mode:

• Yes: Overlaps are included in searches.

• No: Overlaps are not included in searches.

• Based on Provider’s ‘Double Book Warning’ Flag: Overlaps are used according to the provider’s double-booking settings, as set in the Users window > Provider tab > Double Book Warning field.

Note: This option is also used in conjunction with the Scheduling Rules window > One Chair Day Scheduling and Multi Chair Day Scheduling fields.

Select a radio button to indicate how the Expert searches for instructors:

• Session or Daily Layout setup: The Expert uses the instructors stamped on each chair in the Scheduler window > Chair tab via session and/or daily layouts.

• Instructor Work Schedule setup: The Expert uses the instructor’s working schedule.

Select the checkbox to indicate that the selected appointment date/time will be automatically scheduled into the time block when you click the Make Appts… button.

If deselected, the selected appointment date/time will change into a yellow floating appointment when you click the Make Appts… button and must be scheduled manually.

Select the checkbox to enforce the provider’s preferred discipline.

Note: This field works in conjunction with the Provider Ideal Day Settings window > Preferences section > Enforce Preference field.

Select the checkbox to enforce the disciplines the provider does not prefer to perform.

Note: This field works in conjunction with the Provider Ideal Day Settings window > Preferences section > Enforce Preference field.

Select the checkbox to search for only available times that match the provider’s discipline when using the Search for Specialists checkbox.

Note: This field works in conjunction with the in the Detailed Ideal Day Settings window.

Select the checkbox to indicate that axiUm will consider the rules set up in the Limited Appointment Codes window when you use the Appointment Expert to search for appointment openings for the selected provider.

Select the checkbox to indicate that axiUm will limit provider exam rules for preventive care type appointments.

Select the checkbox to indicate that axiUm will consider hold time rules.

Note: This checkbox works in conjunction with the Hold Time Reasons window.

Select the checkbox to indicate that axiUm will consider break time rules.

Note: This checkbox works in conjunction with the Break Times window.

Select the checkbox to indicate that axiUm will consider alternative providers for preventive care type appointments.

Select the Maximum Contiguous Free Time checkbox to indicate that the Appointment Expert considers the maximum assistant idle time allowed for single-chair day scheduling.

Note: This checkbox works in conjunction with the Scheduling Rules window > Scheduling section > Max Contiguous Provider Free Time field (in the One Chair Day column).

Select the Minimum Appointment Gap Time checkbox to indicate that the Appointment Expert considers the time gap allowed between appointments, for one-chair day scheduling.

Note: This checkbox works in conjunction with the Scheduling Rules window > Scheduling section > Min Appointment Gap Time.