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ABELDent - How to manage Practitioner Schedules?
ABELDent - How to manage Practitioner Schedules?

How to manage your Practitioner Schedules setup in ABELDent, so that it best syncs to CareCru

Carmen Mick avatar
Written by Carmen Mick
Updated over a week ago

Here is a quick guide on ensuring that you properly setup your Practitioner Schedules in ABELDent.

It is a must for your Practitioner Schedules in ABELDent to be accurate, because they will be synced to CareCru to be used for your patients to submit Online Booking Requests.

Each provider in your practice can be assigned to one or more designated columns in the Appointment Scheduler.

Note: According to best practices note in the ABELDent User's Guide, Providers must be added to ABELDent before they can be assigned a column in Scheduler. See “Add a Provider” on page 145.

In addition, each column assigned will have a title that appears as a heading at the top of the column. By default, ABELDent will title each column with the name of the

Usual Provider assigned to that column. You can simply accept this title, or change the title to something more descriptive.

In ABELDent:

To Assign a Provider and Define the Column Title:

1. On the Appointment Scheduler Setup window, click the Update Column

Headings tab.

2. Select the Column ID from the list.

3. In the Column Title field, type the title you want to appear at the top of the

column you selected, or leave it blank to default the title to the Usual Provider

name.

4. In the Usual Provider list box, click the down‐arrow button and select the name of

the ACTIVE provider that is to be assigned to the column you selected.

Note: if you have selected an inactive provider, the column (chair) information will

not sync over.

5. Click OK to exit.

6. In the Number of Overflow columns, click the up and down arrow buttons to

specify the number of extra columns you want to display for the Provider’s double-

booked or overflow appointments.

7. Click the Print Overflows as Separate Column check box if you want the overflow

columns to be printed as separate columns on the Scheduler

To Create Scheduler Pages:

To help you organize your Scheduler columns, you can create pages (tabs) that display multiple provider columns. Each page can be given a unique alphanumeric name for easy identification. For example, you could have one page for Dentist providers, one for Hygienists providers and one for Specialists.

1. Open Scheduler and click the Columns button on the toolbar. The Scheduler

Column Configuration window appears displaying your existing pages.

2. Click Add. The Scheduler Page Edit page appears.

Notice that each of your existing Scheduler columns are shown in the Available Column list. See “Assigning Providers to Columns and Defining the Column Title” on page 201 for instructions on adding columns and assigning them to providers.

3. Add the columns you want to include on the new page by moving them from the

Available Columns list to the Page Column list using either of the following

methods:

• Double‐click on the column you want to move, or

• Single‐click on each column you want to move while holding down the CTRL‐

key and then click the icon.

4. Type a name for the page in the Page Title column. The name can be

alphanumeric and should uniquely identify the page and the columns on it.

5. Click OK.

The Scheduler Column Configuration window appears and the page you created

is now listed along with the assigned columns..

6. Click OK.

The page appears as a tab in Scheduler listing each of the columns you specified.

To Edit and Remove a Scheduler Page

1. Click on the page and then click the Edit button. Make your changes and click OK

to save and exit.

2. To remove a page, click the Remove button and then click OK

Afterwards - To verify if your Provider Hours (‘Practitioner Schedules’) synced correctly to CareCru, please click this link: https://intercom.help/carecru/en/articles/3126098-carecru-how-to-verify-practitioner-schedules-are-syncing-correctly

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