Creating Single Blocks

Blocks are an important component of PHS, as PHS is a complete time management tool for clinicians. The text on the Appointment Book indicates that time has been blocked for the clinician.

 

 

·         Create a Block

o   Step 1: Navigate to the Date for the Block.

o   Step 2: Right-click the Column Heading of the Block, then Select Create Block.

o   Step 3: Enter the Information into the Create Block Window.

 

·         Edit a Block

o   Step 1: Right-click inside the Block (the text) and Select Edit Block From the Menu.

o   Step 2: Make Changes to the Block in the Edit Block Information Window, then click the OK Button on the Bottom Left.

 

·         Release a Block

o   One Step: Right-click inside the block and select Release Block from the menu.

 

Create a Block

Step 1: Navigate to the Date for the Block.

1     Click on the calendar icon in the top left corner of the Appointment Book window.

2     Use the arrows at the top of the calendar to navigate to your preferred date.

3     Click the date for the copied appointment.

4     Click the OK button at the bottom.

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Step 2: Right-click the Column Heading of the Block, then Select Create Block.

Note: In. Week View, click on a date in the column heading: in Pool View, click on the practitioner (or room/equipment) name in the column heading.

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Step 3: Enter the Information Into the Create Block Window.

1     Click on the arrow at the right of the Owner type field and select the Resource Type that you are blocking time for. Note: If you are creating a block for a practitioner, choose PRACT.

 

2     In the Block owner field, enter the name of the Practitioner (or resource), then click the magnifying glass.

·         Remember that the naming convention for practitioners is the first four letters of the last name and the first four letters of the first name

·         For example, the naming convention for Dr. Fiona Fantastic would be FANTFION

3     Enter the start and stop times for the Block timeframe. Note that times are entered using the 24 hour clock (i.e.: 13:00 for 1pm)

4     Select the Block Type:

·         Please Block - Add a message or comment to the Appointment Book.  Allows scheduling an appointment to the block, as the practitioner is available.

·         Must Block  - Not used at UHN

·         Do Not Block - Blocks the Appointment Book when a practitioner (or room/equipment) is not available.

See the Block Overview topic for more details and examples.

5     Enter the reason for the block. E.g. “Meeting”. (Note be brief, the number of characters is limited.)

6     Enter comments or additional details for the block. This is where you can document background information, such as approval or information from a clinician.

7     Click the OK button at the bottom left.

8   Your Block appears on the Appointment Book, displaying the reason for the reserved timeframe

 

 

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Edit a Block

Step 1: Right-click inside the Block (the text) and Select Edit Block from the Menu.

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Step 2: Make changes to the Block in the Edit Block Information window, Then click the OK button on the bottom left.

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Release a Block

Step 1: Right-click inside the block and Select Release Block from the Menu.

·         Do not use Remove Block because this will remove information from the PHS Database, which is important for audits.

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