Let's explore the functionalities of Practice Settings for Production Types.
Watch this video for a concise summary.
Topics Covered
- Overview of Production Type Functionalities
- Add a Production Type
- Deactivate a Production Types
- Delete a Production Type
- Manage Permissions
Overview of Production Type Functionalities
Navigate to the System Menu > select Practice Settings > Scheduler > Production Types.
The Sort By feature enables users to easily sort by Name or Date Modified with a simple click.
After sorting based on your preference,
- Select the desired Production Type on the left, presented in a slimmer view to reduce scrolling and display more production types.
- Its related specifics will appear on the right in a detailed view.
- Click Edit to make any changes.
Note: The advantage is that you will see a preview of the production type as it will appear on the scheduler once the appointment is scheduled. |
| 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.
- Utilise 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
Navigate to the System Menu > select Practice Settings > Scheduler > Production Types.
Click + Add Production Type.
- Enter the details:
- Production Type Name: Enter a suitable name for the production type.
- Production Type Colour: 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 Specialty: 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 auto-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 appears stating 'Production Type added successfully.'
Deactivate a Production Types
Navigate to the System Menu > select Practice Settings > Scheduler > Production Types.
- Select the Production Type which you want to disable.
- 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?'
- To confirm, 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 unlink 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 simple guide as a handy reference for Practice Settings related to Production Types.