Appointment Scheduler: Room setup and maintenance

Estimated reading: 3 minutes

Rooms display as columns on the Appointment Scheduler. This article reviews setup and best practices for room organization.

Before you start

  • Security setup: Room Setup

Add a Room

Navigate to Lists > Room.

  1. Click New.
  2. Enter a name for the room. It will display as the column header on the Schedule for Today window.
  3. Enter or F2/select a staff ID in the Restrict room use to staff member field if this room is to be used exclusively for a specific staff member.
  4. Select the Add new room to all suites check box If this room should be displayed in all appointment suites by default.
  5. To change the order of the room as they display on Room List and Scheduler windows, click the room and use onscreen arrow buttons to move the room within the list.
  6. Click OK.

Update a Room

Navigate to Lists > Room.

  1. Select a room from the list and click Update.
  2. Do any of the following:
    • Modify the room name
    • Remove or change the staff ID in the Restrict room use to staff member field
    • Change the display order
  3. Click OK.

Delete a Room

A room cannot be deleted if a patient is either currently checked in or there are scheduled appointments for that room. Support assistance is required to delete a room that has been used.

Navigate to Lists > Room.

  1. Select the room from the list and click Delete.
  2. Click Yes or No to confirm the deletion.
  3. Click OK.

Additional Information

Adding rooms to Appointment Suites

Room Restriction

Overbook rooms

Related Reports

  • Appointments Report
  • Appointments Report – Summary
  • Appointment Audit report
  • Checked-in Census report
  • Scheduled vs. Goal report
Share this Page

Appointment Scheduler: Room setup and maintenance

Or copy link

Jump to:
Feedback