A balanced schedule consists of a mixture of procedures that have high production value (such as crowns, bridges, and endodontics) and low production value (such as composites, extractions, and preventive maintenance procedures).

The Easy Day Planning feature makes it easy for you to create a balanced schedule by setting up “time blocks” to reserve space for specific procedures in your Schedule.

  1. Setting up time blocks for providers. In the Schedule, click Setup > Provider Setup. Select a provider, and then click Setup. Under Set Time Blocks, click Add. Give the time block a name, assign it a color, select which days the time block should be active, and the associated hours. If needed, set an assigned operatory and select an appointment type for the block, and then click OK.
  2. Enabling Easy Day Planning. Once you have assigned time blocks to providers, click the Easy Day Planning button on the toolbar you can turn on a visual reminder of what types of appointments you can schedule during the day. When turned on, colored blocks appear in the schedule to indicate the types of appointments those blocks are reserved for, which is a great reminder for those working to keep your schedule full.