Appointment Categories

Archy's Appointment Categories feature streamlines the process of managing appointments within your dental practice. These categories serve as a fundamental tool to define various appointment types and their associated variables, providing you with greater control and customization.

In this article, we'll explore the key aspects of Appointment Categories, including procedure codes, and duration.. Let's delve into the details.

Key Features of Appointment Categories

Appointment Categories empower you to tailor your appointment types to the unique needs of your dental practice. Here's a breakdown of the customizable options within this feature:

• Category Name: When creating an Appointment Category, you'll provide an internal name for your reference. This name helps you and your team identify the category.

• External Name: The External Name is what patients see when booking appointments online or viewing their appointment history in the patient portal. It's essential to choose a clear and descriptive name that patients can easily understand.

• Category Color: Assign a distinct color to each Appointment Category. This color-coding system aids in visual organization, making it easier to differentiate between appointment types at a glance.

• Procedure Codes: Link specific procedure codes to each Appointment Category. This ensures accurate billing and record-keeping by associating the correct procedures with the corresponding appointment types.

• Duration: Determine the amount of time required for appointments within each category. You can set durations ranging from as short as 5 minutes to as long as 120 minutes, accommodating various appointment complexities.

How to Set Up Appointment Categories

Configuring Appointment Categories in Archy is a straightforward process:

• Go to Settings: Log in to your Archy account and navigate to the Settings > Scheduling section.

• Appointment Categories: Within the Settings > Scheduling menu, locate the Appointment Categories option.

• Create a New Category: Click the "+" symbol to add a new Appointment Category.

• Customize Details: Fill in the required information for the category, including the internal and external names, category color, associated procedure codes, appointment duration, assigned providers, and the online booking preference.

• Save Changes: After configuring the category to your specifications, be sure to save your changes.