Appt. Codes

A text field that uniquely identifies the appointment code.

Examples: 030MIN and RECALL

Note: The field is limited to 6 alphanumeric values.

A text field that indicates the full name of the appointment code.

Examples: 30 Minute Appointment and Recall

A text field that indicates the appointment reason associated with the appointment code.

It displays by default in the Reason field when the appointment code is used to add an appointment.

A drop-down list that indicates the discipline associated with the appointment code.

It displays by default when the appointment code is used to add an appointment.

A drop-down list that indicates the type of appointment:

• Regular Appointment

• Recall Appointment

• Hygiene Recall

Note: If selected, the Primary Provider field is set to Hygienist / CDA, the Second Provider field is set to Dentist / Student. and the Is Required checkbox is deselected.

A drop-down list that indicates the type of provider who can perform this appointment.

• <blank>: Any type of provider can use this appointment code.

• Dentist / Student: The primary provider must be a dentist or a student.

  Note: This is managed from the Provider Type Codes window. TheSubtype field must be set to Dentist or Student.

• Hygienist / CDA: The primary provider must be a hygienist or a CDA.

Note: This is managed from the Provider Type Codes window. TheSubtype field must be set to Hygienist or CDA.

• Other: The primary provider must be something other than the above.

  Note: This is managed from the Provider Type Codes window. TheSubtype field must be set to Other.

Tip: Other provider types cannot see this appointment code in their list of appointment codes when they log in to axiUm.

A drop-down list that indicates the exclusivity rule used for this appointment code, for the primary provider.

It displays by default in the Exclusive Provider Time field when the appointment code is used to add an appointment.

• No: The provider can be double-booked for other appointments, assuming this breaks no other rules.

• Yes (Appt. Time): The entire duration of the appointment is exclusive.

• Yes (Prov. Time): Only the provider portion of the time is exclusive.

Note: This time refers to the minutes indicated in the Provider fields only.

A drop-down list that indicates who can be the second provider on this appointment:

• <blank>: Any type of provider can be the second provider.

• Dentist / Student: The second provider must be a dentist or a student.

  Note: This is managed from the Provider Type Codes window. TheSubtype field must be set to Dentist or Student.

• Hygienist / CDA: The second provider must be a hygienist or a CDA.

Note: This is managed from the Provider Type Codes window. TheSubtype field must be set to Hygienist or CDA.

• Other: The second provider must be something other than the above.

  Note: This is managed from the Provider Type Codes window. TheSubtype field must be set to Other.

Tip: Other provider types cannot see this appointment code in their list of appointment codes when they log in to axiUm.

Note: When selected, the Is Required checkbox is enabled.

A checkbox that, when selected, indicates that a secondary provider is required for this appointment code.

Note: This field is only enabled when the Second Provider field is set.

A drop-down list that indicates whether to assign a primary provider when scheduling this appointment code:

• No: Do not assign a provider.

• Prompt (except Free Access Patients): Prompt the user at the time appointment is added.

• Always (if no Primary Provider): axiUm will assign a provider to the patient only if the patient does not already have an assigned primary provider.

• Always: axiUm will assign an appointment provider to the patient, even if this patient already has an assigned provider.

Note: This field works in conjunction with the Free Access checkbox in the Patients module > Patient Info window > Codes tab > Additional section.

A drop-down list that indicates whether to assign a secondary provider when scheduling this appointment code:

• No: Do not assign a provider.

Note: If selected, the Assign Event field must be blank.

• Prompt (except Free Access Patients): Prompt the user at the time appointment is added.

• Always (if no Primary Provider): axiUm will assign a provider to the patient only if the patient does not already have an assigned primary provider.

• Always: axiUm will assign an appointment provider to the patient, even if this patient already has an assigned provider.

Note: This field works in conjunction with the Free Access checkbox in the Patients module > Patient Info window > Codes tab > Additional section.

A drop-down list that indicates when the patient assignment occurs:

• <Blank: axiUm assigns the provider to the patient when the appointment is booked

  Patient Check-In: Auto-assign the provider to the patient when this patient checks in to the clinic.

• Scheduling Appt: Auto-assign provider to patient when the provider is restricted to assigned patients and the patient is not free access and the patient does not already have a provider.

Note: This field works in conjunction with the Assign Provider.

A text field that indicates the estimated cost of an appointment that uses this appointment code.

It displays in the Estimate field when the appointment code is used to add an appointment.

1. Click the Clear Data () icon.
2. Complete the fields as necessary and click the Add a new Record () icon.

1. Select a listed entry.
2. Make any necessary changes and click the Modify Record () icon.

1. Select a listed entry and click the Delete Record () icon.
2. When prompted, click Yes to confirm the deletion.

1. Click the Preview Report () icon or the Print Report () icon to display the Preview/Print Appointment List Code window.
2. Select an option from the Print list for drop-down list:
• All: Codes used for all providers are included in the report
• Provider: Only codes used for a specific provider are included in the report.

Note: If set to Provider, the ellipsis is enabled.

3. If enabled, click the ellipsis to display the Provider's List window and select a provider.
4. To print the Appointment Codes List report, click the Print Report () icon.

1. Select a listed entry and click the Provider Appointment Code () icon to display the Provider Appointment Codes window.

2. Make any necessary changes and close the window.

1. Select a listed entry and click the Appointment Code Access () icon to display the Appointment Code Access window.
2. Make any necessary changes and close the window.

A read-only field that identifies the selected appointment code.

A text field that indicates the provider.

The ellipsis is used to display the Providers List window and select a provider.

A drop-down list that indicates the exclusivity rule used for this appointment code for the primary provider.

It displays by default in the Exclusive Provider Time field when the appointment code is used to add an appointment.

• No: The provider can be double-booked for other appointments, assuming this breaks no other rules.

• Yes (Appt. Time): The entire duration of the appointment is exclusive.

• Yes (Prov. Time): Only the provider portion of the time is exclusive.

Note: This time refers to the minutes indicated in the Provider fields only.

1. Click the Clear Data () icon.
2. Complete the fields as necessary and click the Add a new Record () icon.

1. Select a listed entry.
2. Make any necessary changes and click the Modify Record () icon.

Read-only fields that identify the selected appointment code and provider type(s).

A drop-down list that indicates access to the appointment code for the selected provider type(s):

• No: The provider type has no access to the appointment code.
• Yes: The provider type has full access to the appointment code.
• Limited: The provider type access is limited to selected providers.

Note: If selected, the Providers... button is enabled.

Read-only fields that identify the selected appointment code and provider type(s).

A text field that is used to enter your search criteria.

A drop-down list that indicates the provider group to limit access.

This indicates the time allotment for the provider and second provider who are performing a treatment using this appointment code. Up to three sets of other time and provider time can be defined for appointments with multiple providers.

Example: The other time is for the second provider on the appointment and can be before and/or after the primary provider's time. If the Minutes fields display 10-30-10, this would indicate that the second provider starts the appointment for 10 minutes, then the primary provider will be in the chair for 30 minutes, and then the second provider will finish the appointment for 10 minutes.

The values entered here are displayed in the Provider fields, Other fields, and Total field when the appointment code is used to add an appointment.

Note: This field works in conjunction with the Scheduler Options window > Appt Entry Window section > Advanced radio button.

1. Use the Criteria field and the Provider Group and drop-down list to set the search parameters.
2. Click a column header to search.
3. Review the results.

1. Under Providers with No Access, select a listed provider and click the () button to move to the Providers with Access list box.
2. (Optional) Complete the Minutes fields as necessary and click Modify.
3. Repeat Steps 1-2 as necessary for each provider you want to add.

1. Select a listed provider in the Providers with Access list box.
2. Make any necessary changes to the Minutes fields and click Modify.
3. Repeat Steps 1-2 as necessary for each provider you want to edit.

A text field that indicates the provider you are copying the appointment code from.

The ellipsis is used to display the Providers List window and select a provider.