A Production Type identifies the type of appointment or service provided during a specific time period. Displaying it in the diary helps staff book the appropriate appointment type for each clinician based on their speciality and availability.
For example, Hygiene Production can be set as a Production Type and assigned to a Dental Hygienist. When configuring the diary, the surgery is designated with this Production Type, and any appointment booked in that time slot will automatically default to 'Hygiene Production'.
Let’s explore the different functionalities of Production Types in Practice Settings.
Topics Covered
- Add a Production Type
- Set Clinician Level Duration
- Delete a Production Type
- Deactivate a Production Type
- Other Functionalities in Production Type
To access Production Types in Practice Settings,
- Navigate to the System Menu > select Practice Settings > Diary > Production Types.
Add a Production Type
To add a production type,
- 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 Diary.
- 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.
- Clinician 1, 2 & 3 Speciality: Set the Clinician specialties in order (1, 2, 3) for the selected production type. The primary speciality is mandatory.
Note: Ensure you select the same clinician speciality that was assigned when adding the user in Practice Settings.
- Linked Codes: Choose codes to link with production types for automatic 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 Diary. Once a production type is added you cannot edit this portion.
- Click Save.
- A toast notification will appear stating 'Production Type added successfully.'
Set Clinician Level Duration
You can set clinician-specific appointment durations while adding or editing a production type, which is ideal when different clinicians require different durations for the same production type. To do that,
- Click View Clinician Level Durations.
- On the the pop up that appears, click Create New.
- Choose the intended Clinician and the Duration they require for the Production Type.
- Use the tick mark to add the detail and X to discard it.
- Click the pencil and bin icon to edit and delete the details respectively.
Note: Clinician-specific appointment durations configured for a production type are displayed in the Online Portal.
Delete a Production Type
- To Delete an intended Production Type, click the bin icon next to it.
- Review the message in the Delete Production Type pop-up and click Proceed.
- 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.
Note: A Production Type can be deleted in Practice Settings only after it has been removed from all linked appointment reasons and appointments.
Deactivate a Production Type
To Deactivate an intended Production Type,
- 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.'
Other Functionalities in Production Type
Utilise the Search bar on the upper left, or scroll down to look up the required 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,
- Choose the required Production Type from the left panel.
- The production types are displayed in a streamlined layout that minimizes scrolling and allows more options to be viewed simultaneously.
- Detailed information for the selected production type is shown on the right.
- Click Edit to make any changes.
| Note: You will see a Preview of how the Production Type will appear in the diary once scheduled. |
Tip: Hover over the 'i' icon next to Linked Codes to see its description. |
After making the required changes,
- Click Save.
Practices can use this simple guide as a handy reference for Practice Settings related to Production Types.