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Note: This article is relevant for MacPractice Builds 7.3 and earlier. We've revamped how Transparencies work in later builds of MacPractice Gen 11. Click here for a guide on the new workflow. |
The Transparencies feature in 7.3 and earlier is controlled by the Transparencies node in the Schedule Ability. This folder node contains all of your Transparency Types, which you can add or remove by clicking the Green Plus or the Red Minus. With those set, you can select a Type in the sidebar and then click and drag to "paint" Transparency Blocks on the Schedule, much like how you create Appointments in the Appointments node.
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Let's break down the functionality of each of these sub-tabs in turn.
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Block Tab
The Transparencies Block tab sets the parameters for a selected transparency block. The Block field displays the name of the block and is based off the name of the overall transparency. The All Resources checkbox sets the block to repeat across all resources for a given day. The All Day checkbox expands the block through the entirety of a day. It is recommended that both checkboxes be checked for days when the office is closed or unavailable.
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Repeats
Below the Start and End time fields is the Repeat menu, which allows for repeating transparency blocks, similar to repeating appointments.
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Additional options for the transparency block can be set in the Rules tab.
Rules Tab
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The Rules tab has 3 rules that can be applied to a given transparency block:
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Allow Selected Procedures: This option allows only approved procedures that are listed in the Allowed Procedure table in the bottom half of the Rules Tab. You can add codes to this table by clicking the green plus button. A search window with all codes across all fee schedules will appear. Choose the code(s) that should be allowed within the transparency block:
When treatments are added to an appointment within the transparency, any disallowed procedures will prompt the following error:
Confirm Appointment Scheduling: Appointments scheduled on a transparency with this rule will prompt for confirmation. This may be useful for emergency or urgent care sections of the schedule.
Don't Schedule Appointments: This rule disallows any appointments from being scheduled over the transparency. Attempting to do so will result in the following alert:
All Blocks Tab
The All Blocks tab allows for the management of all transparency blocks within a transparency.
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Remove Repeats: This option will remove any repeat rules from the selected transparency, and remove all repeat instances of the block from the schedule.
Remove Blocks: This will delete the selected block(s) from the transparency. Deleted blocks cannot be retrieved.
Apply Selected block rule to other blocks: Select this option to apply the selected transparency block's rules (including repeat rules) to other blocks within the transparency. A search window will appear allowing the selection of the block or blocks to apply the rules to:
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History Tab
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The History Tab allows you to review updates made to the currently selected Transparency Type in the Schedule's Transparencies node. It will tally up when Transparency Blocks are inserted and updated, and which user made that change.
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