TriMed Complete introduces a major new upgrade to appointment scheduling: Appointment Rules. This powerful feature allows practices to define and enforce the various appointment scheduling rules that are often passed down through oral tradition or handwritten sticky notes on schedulers’ desktops. With Appointment Rules, practices gain greater control over scheduling based on provider and visit type, helping ensure appointments are aligned with provider capabilities and operational preferences.

With Appointment Rules, users can define conditions that guide or restrict booking behavior, such as limiting certain visit types for specific providers or capping the number of appointments within a defined timeframe. When a rule is triggered, users can choose to display an informational message for staff or enforce a stricter restriction by preventing the appointment from being scheduled.

For example, a rule can be configured to limit ADHD visits for a provider during set hours and display a reminder message to staff about that visit type. You can also fully restrict booking by enabling the Fatal option within a given rule, which disables the ability to book appointments that violate the rule. Rules can be configured under Admin > Scheduling > Appointment Rules, and the Save As option allows for easy duplication and customization across providers.

To restrict access to booking for a rule, see the below option to grey out the booking option: