Appointment Scheduler: Suite setup

Suites allow you to choose specific rooms to display together in your preferred order on the Appointment Scheduler. Suites may be set as a practice or staff default or selected on the Appointment Scheduler. Setup a suite Delete a suite

Appointment Scheduler: Template setup and assignment

Templates allow your practice designate reserved reasons for visit at certain times to help your staff manage the schedule. Setup a new template Continue with above steps to create additional templates. Once templates are set up, see section below on

Reason for Visit: Adding and updating

Reasons for Visit are used throughout the Appointment Scheduler, to check in patients, to monitor inpatients on the Electronic Whiteboard, and can be bookmarked into documents. Reason for Visit setup overview Complete Reason for Visit setup is accessed in two

Appointment Scheduler: Room setup and maintenance

Rooms display as columns on the Appointment Scheduler. This article reviews setup and best practices for room organization. Add a Room Navigate to Lists > Room. Update a Room Navigate to Lists > Room. Delete a Room A room cannot

Appointment Scheduler: Setup defaults, holidays, and hours

These settings control your display and availability to book appointments on the Appointment Scheduler. Setup defaults Set options for Appointment Scheduler refresh rate, display and resizing, tickler file additions and use of the Next Appointment Reminder feature. Setup holidays Define

Appointment Scheduler: Changing time increments

Changing the time increment used on the Appointment Scheduler after setting up and using the schedule is a multi-step process and should be carefully considered before proceeding. The essential steps include: Instructions Step one: Reactivate staff and print reports Report

Appointment Scheduler: Staff hours and room permissions setup

Staff hours and room permissions populate the staff dropdown field on the Schedule for Today window and warn the user if scheduling an appointment at a time or in a room not assigned to the Staff ID being scheduled. Setup

Appointment Scheduler FAQs

The most frequently asked questions about setting up and using the Appointment Scheduler