Schedule (Advanced Configuration)

Schedule

Advanced Configuration

    Add a header to begin generating the table of contents

    Set Schedule Availability

    1. Click Settings > Schedule Availability (see picture)
    2. Select the correct Provider and Facility from their respective drop-down menus > select whether the provider will be In or Out
    3. Select the correct dates and times with the schedule
    4. Click the X to save and close

    Set Color Coding Rules

    1. Click Settings > System Configurations > expand Schedule > click ColorCoding
    2. Click the add button to create a new entry > enter the new color coding rule’s details
    3. Click the Save button
    4. Pattern: enter the keyword or phrase to associate with the color
    5. Match on: selects the item to match to the pattern
    6. Schedule Highlight: selects the color to associate with the keyword or phrase

    Configure Schedule Tabs

    1. Click Settings > System Configurations > expand Schedule > click Tab
    2. Click the add button to create a new entry > enter the new tab’s details
    3. Click the Save button
    4. Tab Name: enter the name of the tab
    5. User: selects which user’s schedule to display in that tab
    6. Order: enter the order of the tabs (0 = leftmost)

    Configure Schedule Groups

    1. Click Settings > System Configurations > expand Schedule > click Group
    2. Click the add button to create a new entry > enter the new group’s details
    3. Click the Save button
    4. Tab Name: enter the name of the previously configured schedule tab
    5. GroupName: enter the name of the schedule group (i.e. all tabs with the same group name will be shown under that schedule group)

    Configure Provider Notes

    1. Click Settings > System Configurations > expand Schedule > click ProviderNote
    2. Click the add button to create a new entry > enter the new note’s details
    3. Click the Save button
    4. Tab Name:  name of note

    Configure Patient Timeline

    1. Click Settings > System Configurations > expand Schedule > click PatientTimeline
    2. Click the add button to add Patient Timeline sections to the schedule’s “Patient Info” drop-down menu (see picture)

    Configure Appointment Subject Options

    1. Click Settings > System Configurations > expand Schedule > click Subject
    2. Click the add button to add subjects and the associated durations

    Configure Appointment Duration Options

    1. Click Settings > System Configurations > expand Schedule > click Configuration
    2. TimeSlot: sets the appointment duration value in minutes
    3. StartHour: sets the schedule start time on a 24-hour clock (recommend 2 hour before office open)
    4. EndHour: sets the schedule end time on a 24-hour clock (recommend 2 hour after office close)
    5. MobileLayout: sets which schedule elements are displayed in the Mobile EMR
    6.  

    Configure Appointment Reason Options

    1. Click Settings > System Configurations > expand Schedule > click Facility
    2. Click the add button to add facilities

    Configure Appointment Facility Options

    1. Click Inbox
    2. Select a document > click the Send to Chart drop-down > hover over My Documents > select the correct destination

    Configure Appointment Status Options

    1. Click Settings > System Configurations > expand Schedule > click Status
    2. Click the add button to add statuses