Overview of Production Types in Practice Settings

Let's explore the enhanced functionalities of Practice Settings for Production Types.

Topics Covered

• Overview of Production Type Functionalities
• Add a Production Type
• Deactivate a Production Type 
• Delete a Production Type
  • Unlink Production Types Before Deleting
• Manage Permissions

Watch this video for a detailed walkthrough.

Overview of Production Type Functionalities

• Navigate to the System Menu > select Practice Settings > Scheduler > Production Types.

• Use the Sort by drop-down to sort types by Name or Date Modified.

After sorting based on your preference,

• Select a Production Type on the left to view its details on the right, along with a preview of how it will appear on the scheduler.
• Click Edit to make any changes.

Tip: Hover over the 'i' icon next to Linked Codes to see its description. 

After making the required changes,

• Click Save.

• You can Add a Production Type by clicking the relevant option on the top right.

• Utilize the Search bar on the upper left, or scroll down to look up the required Production Types.
• To Delete the intended Production Type, 
  • Click the Trash icon for the intended production type.

Add a Production Type

To add a production type,

• Click + Add Production Type.

• Enter the New Production Type details:
  • Production Type Name: Enter a suitable name for the production type.
  • Production Type Color: Select a colour to visually differentiate this production type in the scheduler.
  • Default Duration: Select the default duration to specify the length of the appointment. This can be modified as per the requirement by altering the Start and End Time.
  • Provider 1, 2 & 3 Speciality: Set the provider specialties in order (1, 2, 3) for the selected production type. The primary speciality is mandatory.
  • Linked Codes: Choose codes to link with production types for automatic appending to recalls created with this production type.
  • Display as Block: Select Yes or No to determine whether this production type should appear as a block in the scheduler. Once a production type is added you cannot edit this portion.

• Click Save.

• A toast notification will appear stating 'Production Type added successfully.'

Deactivate a Production Type

To deactivate a production type,

• Select the desired Production Type.
• Click Deactivate on the top right.

• Once you select Deactivate, a warning modal will appear indicating: 'This action will remove the Production Type from active use in Production Calendar. Are you sure you want to proceed?'
• Click Proceed.

• If you navigate to an existing appointment with a deactivated production type, it will be indicated as inactive.

• Once deactivated, the production type will no longer appear in the Production Type options in the Appointment Details modal.

Note: The deactivated production type will appear inactive on the left.

To activate an inactive production type:

• Click Activate.

• A toast notification will appear stating 'Production Type activated successfully.'

Delete a Production Type

To delete a production type,

• Click the Trash icon on the intended production type.

• In the warning modal that appears, click Proceed to confirm.

• A Warning pop-up appears if any appointments are linked to a production type stating, 'The selected Production Type is attached to one or more existing appointments'. 
  • Click OK to proceed.

• A toast notification will appear stating, 'Production type deleted successfully'.

Note: A Production Type can be deleted in Practice Settings only after it has been removed from all linked appointment reasons and appointments.

Unlink Production Types Before Deleting

To delink an appointment from a production type, follow the steps below.

• Navigate to the System Menu > select Appointments List.

• In the Appointments List, use the Production Type filter to search for and select the Production Type you want to unlink.
• Click Apply.

• All appointments associated with the selected Production Type will be displayed in the grid.
  • Select the desired appointment to open the slide-out.

• Select the desired Production Type to replace the previous selection. This action will unlink the appointment from the previously linked production type.
• Click Save.

Manage Permissions

To enable Permissions,

• Navigate to the System Menu > select Practice Settings > Administration > Profiles.

• Click Manage Permissions for the intended profile.

• Select Practice Settings.
• Under Scheduler, select the View Production Types or Add/Edit Production Types checkboxes.
• Click Save.

• On Confirm Action modal, review the message and click ‘Yes’ to proceed with the permission update.

• A toast notification appears on the top right stating, 'Profile updated successfully'.

Practices can use this guide to learn how to configure and manage Production Types in Practice Settings.

Click here to explore the complete list of permissions and their descriptions.