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Overview","\u002Fen\u002Fexpense-management\u002Foverview","en\u002F9.expense-management\u002F1.overview",{"id":347,"title":19,"body":348,"dateModified":665,"datePublished":665,"description":666,"extension":667,"image":665,"links":665,"meta":668,"navigation":669,"path":20,"seo":670,"stem":21,"__hash__":671},"docs_en\u002Fen\u002F1.calendar\u002F3.create-time-slot.md",{"type":349,"value":350,"toc":650},"minimark",[351,355,360,408,412,442,445,449,452,455,459,462,482,485,488,495,504,508,511,542,545,548,552,555,558,562,565,573,576,580,583,599,602,606,613,617,636,640,647],[352,353,354],"p",{},"A time slot represents bookable availability; it is not a patient visit. A visit is created only when a specific occurrence is booked.",[356,357,359],"h2",{"id":358},"configuration-links","Configuration links",[361,362,363,373,380,387,394,401],"ul",{},[364,365,366],"li",{},[367,368,372],"a",{"href":369,"rel":370},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fusers\u002Fprofiles",[371],"nofollow","Users",[364,374,375],{},[367,376,379],{"href":377,"rel":378},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fusers\u002Ftimetables",[371],"Doctor Timetables",[364,381,382],{},[367,383,386],{"href":384,"rel":385},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Frooms",[371],"Rooms",[364,388,389],{},[367,390,393],{"href":391,"rel":392},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fworkhours",[371],"Clinic Work Hours",[364,395,396],{},[367,397,400],{"href":398,"rel":399},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Ftemplates\u002Fdictionary?id=appointments",[371],"Appointment Groups",[364,402,403],{},[367,404,407],{"href":405,"rel":406},"https:\u002F\u002Fn.dentaltap.com\u002Fen\u002Fp\u002Fsettings\u002Fclinic\u002Fportal",[371],"Patient Portal \u002F Online Booking",[356,409,411],{"id":410},"create-time-slot","Create Time Slot",[413,414,415,418,425,428,431,434,437],"ol",{},[364,416,417],{},"Open the calendar and click an empty time cell, or open the visit creation form.",[364,419,420,421,424],{},"Click ",[422,423,411],"strong",{},".",[364,426,427],{},"Select the date, start time, end time, room, and provider.",[364,429,430],{},"Add a group or reason if needed.",[364,432,433],{},"Select any procedures that can be booked online from this slot.",[364,435,436],{},"Choose whether the slot repeats.",[364,438,420,439,424],{},[422,440,441],{},"Create Slot",[352,443,444],{},"The calendar cell may prefill the date, time, room, and provider for you.",[356,446,448],{"id":447},"set-the-slot-time","Set the slot time",[352,450,451],{},"Choose the start time, end time, or duration. The duration is recalculated when you change either time.",[352,453,454],{},"Overnight slots are supported when your clinic's operating hours continue past midnight.",[356,456,458],{"id":457},"choose-recurrence","Choose recurrence",[352,460,461],{},"The standard recurrence options are:",[361,463,464,470,476],{},[364,465,466,469],{},[422,467,468],{},"No Repeat",": the slot is available only on the selected date;",[364,471,472,475],{},[422,473,474],{},"Every Week",": the slot repeats each week;",[364,477,478,481],{},[422,479,480],{},"Every 2 Weeks",": the slot repeats every second week.",[352,483,484],{},"Other recurrence options may be available, depending on your clinic setup.",[352,486,487],{},"For a recurring slot, choose the weekdays on which it should be available. For example, select Monday, Wednesday, and Friday to repeat the slot on those days.",[352,489,490,491,494],{},"You can optionally choose an ",[422,492,493],{},"Until"," date. If you do not choose an end date, the slot continues according to the recurrence until it is edited or removed.",[496,497,498],"blockquote",{},[352,499,500,503],{},[422,501,502],{},"Tip:"," The first selected date determines when the recurring schedule begins. Make sure it is the first date on which the provider should be available.",[356,505,507],{"id":506},"enable-or-disable-individual-days","Enable or disable individual days",[352,509,510],{},"After a recurring slot has been saved, you can exclude individual dates without changing the whole recurrence.",[413,512,513,516,521,524,534,539],{},[364,514,515],{},"Open the recurring time slot.",[364,517,420,518,424],{},[422,519,520],{},"Enable\u002FDisable Days",[364,522,523],{},"Find the date you want to change.",[364,525,526,527,530,531,424],{},"Click the date to switch it between ",[422,528,529],{},"Available"," and ",[422,532,533],{},"Unavailable",[364,535,420,536,424],{},[422,537,538],{},"Confirm",[364,540,541],{},"Save the time slot.",[352,543,544],{},"Excluding a date affects only that occurrence. The rest of the recurring schedule remains unchanged.",[352,546,547],{},"Dates that do not match the recurrence pattern cannot be enabled from this window. To add a different weekday, update the weekday selection in the recurrence section.",[356,549,551],{"id":550},"assign-the-slot","Assign the slot",[352,553,554],{},"Select the primary provider and room. You can add supporting users when needed.",[352,556,557],{},"You can also choose a group or reason. This helps the team recognize the availability and carries useful context into a visit created from the slot.",[356,559,561],{"id":560},"make-the-slot-available-for-online-booking","Make the slot available for online booking",[352,563,564],{},"Choose the procedure templates that patients can book online during this slot.",[361,566,567,570],{},[364,568,569],{},"Selecting one or more templates makes the slot available for online booking.",[364,571,572],{},"Removing all templates makes the slot unavailable for online booking.",[352,574,575],{},"Only choose templates that the assigned provider and room can support.",[356,577,579],{"id":578},"use-a-slot-to-create-a-visit","Use a slot to create a visit",[352,581,582],{},"When a slot is visible on the calendar:",[413,584,585,588,591,594],{},[364,586,587],{},"Click the slot occurrence.",[364,589,590],{},"Check the prefilled date, time, room, and provider.",[364,592,593],{},"Select the patient and complete the visit form.",[364,595,420,596,424],{},[422,597,598],{},"Create Visit",[352,600,601],{},"Creating a visit does not change the recurring slot. Future occurrences remain available unless you disable a date or update the slot.",[356,603,605],{"id":604},"find-available-time","Find available time",[352,607,608,609,612],{},"Use ",[422,610,611],{},"Find Time"," when creating a visit or managing a slot. Choose the required duration and, when available, a provider or room. Select a result to use that time.",[356,614,616],{"id":615},"update-time-slot","Update Time Slot",[413,618,619,622,628,631],{},[364,620,621],{},"Open the slot from the calendar.",[364,623,420,624,627],{},[422,625,626],{},"Edit Time Slot"," if necessary.",[364,629,630],{},"Update the schedule, recurrence, provider, room, or online-booking templates.",[364,632,420,633,424],{},[422,634,635],{},"Save Changes",[356,637,639],{"id":638},"delete-time-slot","Delete Time Slot",[352,641,642,643,646],{},"To remove a slot, open it and click ",[422,644,645],{},"Delete Slot",", then confirm.",[352,648,649],{},"Deleting or editing a slot does not change visits that were already created from it.",{"title":651,"searchDepth":652,"depth":652,"links":653},"",2,[654,655,656,657,658,659,660,661,662,663,664],{"id":358,"depth":652,"text":359},{"id":410,"depth":652,"text":411},{"id":447,"depth":652,"text":448},{"id":457,"depth":652,"text":458},{"id":506,"depth":652,"text":507},{"id":550,"depth":652,"text":551},{"id":560,"depth":652,"text":561},{"id":578,"depth":652,"text":579},{"id":604,"depth":652,"text":605},{"id":615,"depth":652,"text":616},{"id":638,"depth":652,"text":639},null,"Define recurring or one-time provider and room availability so the clinic can offer accurate appointment times.","md",{},true,{"title":19,"description":666},"4aG7Djdvi_hJ7YcWf6VbJm4rWtMlsxGgcHF3O7f7fd0",[673,675],{"title":15,"path":16,"stem":17,"description":674,"children":-1},"Create, reschedule, update, and delete patient appointments while keeping the clinic calendar and visit details accurate.",{"title":23,"path":24,"stem":25,"description":676,"children":-1},"Search provider and room availability to find an open appointment time that matches the patient's needs.",1784381103969]