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Setting Up Office and Provider Hours

How to Configure Office and Provider Hours for Accurate Utilization KPIs

Emily McClendon avatar
Written by Emily McClendon
Updated over a week ago

Access Office Hours Settings

  • Click the menu icon in the upper-right corner of your Practice by Numbers dashboard.

  • Navigate to New Settings > Practice > Office and Provider Hours.

Define Your Office Hours

  • Enter your office’s regular working hours, including any significant breaks (e.g., lunch).

  • Practice by Numbers automatically accounts for:

    • Office closure days.

    • Dates with no scheduled patients (based on your appointment book).

Setting Up Provider Hours

Access Provider Hours

Within the Office and Provider Hours page, locate the provider whose schedule you want to configure.

Configure the Provider’s Schedule

  • If the provider has unique hours, Uncheck the box next to their name and enter their specific working hours.

  • If the provider follows office hours, leave the checkbox checked. The system will apply the default office hours automatically.

Alternating Provider Schedules

For providers who work alternating days (e.g., alternating Tuesdays and Thursdays), see ➡️ Managing Providers with Alternating Workdays and Hours for step-by-step instructions.


Manual Adjustments

For temporary or one-time schedule changes (e.g., a 2-hour team meeting, sick leave), refer to ➡️ Manually Adjusting Provider Hours.


Troubleshooting Provider Availability & Scheduling Visibility

If a provider isn’t appearing as available or new scheduling options aren’t visible in the online scheduler, follow these troubleshooting steps.


Provider Availability on Specific Days

Problem: A provider isn’t showing as available on certain days (e.g., Tuesdays, Wednesdays, or Thursdays).

Resolution:

  1. Go to New Settings > Appointments > Settings.

  2. Verify the provider’s current availability.

  3. If they are only available for a limited number of days (e.g., Thursdays), consider adding more days (e.g., Tuesdays and Wednesdays).

  4. Click Save to apply changes.

✅ Once saved, the provider’s updated availability will appear correctly in the scheduler.


Newly Added Scheduling Options Not Showing

Problem: Newly added services or scheduling options aren’t appearing in the booking flow.

Resolution:

  1. Go to New Settings > Appointments > Settings.

  2. Review the list of Scheduling Options.

  3. Ensure the desired services are toggled Active.

  4. Click Save to update.

✅ Once activated and saved, these options will display in the online scheduler.


Troubleshooting Tips

  • Always save your settings after making changes—unsaved updates will not take effect.

  • Double-check your time zone settings to ensure accurate availability display.

  • If all settings are correct and issues persist, contact Support for assistance with account-specific troubleshooting.

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