A Block Slot refers to a specific interval of time blocked by practices to avoid scheduling appointments.
It is a period during which a dental practice can reserve a specific break, or any other engagement like a meeting, fire drill, chair/equipment repair or failure, or emergencies.
Time slots can be blocked or unblocked for multiple operatories. Users can customize the Block Slot with a preferred start date, minimum duration, or location.
To learn more about the Scheduler, click here.
Watch this video for a concise summary.
Topics Covered
Block Time Slots
To block time slots on the scheduler, perform the steps below.
- Navigate to the Scheduler.
- Right-click and drag on the required time interval.
- This will open the block slot modal.
OR
- Hover over the preferred operatory and click on the quick action button to create a blocked slot.
- This will open the block slot modal.
| Note: You need to enter the Start and End Time manually for this method. |
OR
- Left-click and drag to book an appointment.
- Click Block Slot.
- Enter the following information in the Block Slot modal:
- Time*: Enter the start time and end time of the blocked slot.
- Duration*: The duration of the time slot will be displayed based on the Time input.
- Provider: Select the Provider for the time slot.
- Operatory*: Choose the Operatories where the time slots should apply.
- Block Color: Choose a color to quickly identify the slot.
- Recurrence Mode: Choose whether you want the slot to recur One Time, Daily, Weekly, or Monthly.
- Block Note: Enter the block note which will appear on the blocked slot.
| Note: Checkmark the Download Block Slot Conflict Report option to download the block slot conflict report when there is a conflicting appointment. This button will only be accessible if there is a conflicting appointment. It gives a list of all block slots the user is trying to add but these slots might be conflicting with an already booked appointment. |
Click Block Slot.
| Note: Blocking a recurring slot may take several minutes depending on the criteria specified. |
| Note: When selecting a Provider, you will find all inactive providers listed at the bottom and cannot be chosen. |
| Note: If the 'Double Booking' feature is enabled for the account, the Download Block Slot Conflict Report option will not appear since users do not have to worry about block slots overlapping with any appointment. |
- The Blocked Slot will appear on the Scheduler.
- Hover over it to view the details.
Unblock Blocked Slots
To unblock a single blocked slot:
- Right-click on the blocked slot.
- Click Unblock.
If the same time slot was blocked for multiple operatories, you can either unblock a specific slot or unblock all of them at once.
To unblock blocked slots of all operatories:
- Right-click on the intended Blocked Slot.
- Click Unblock All.
To unblock a specific blocked slot only with multiple operatories:
- Right-click on the intended Time Slot.
- Click Unblock this Slot.
Edit Blocked Slots
If you want to edit some details of a blocked time slot,
Click the intended Time Slot.
- Make the required changes.
- Click Update Slot.
Practices can use this quick guide to learn all about blocking or unblocking time slots for breaks or other requirements.