Schedule

Advanced Configuration
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    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 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