Getting Started with the Scheduler

Actions in the Scheduler

It is important that your Resources, Types, Departments, Statuses (optional) and Settings (optional) are configured under the Appointment Configuration screen before creating appointments. 


The scheduler display will default to the Day View. 


Actions/Options


  1. Mini Calendar: This displays the current month in the top left corner of the screen; you can view past or future months.  When you're in the day view, the current date has a small red circle around it. The day selected within the mini calendar will display the associated appointments within the main calendar view.

  2. Schedule Appointment button: Click this button to create a new appointment.

  3. Print button: Click this button to print your daily or weekly schedule.

  4. Department: Use this to filter through your scheduler departments. 

  5. Day View: Use to view appointments for a single day separated by resource.

  6. Week View: Use to view appointments for the week.

    Appointment Resources are not visible within the weekly view. To view appointment resources within the weekly view, right-click on the appointment and select Edit Appointment or double click on the appointment.

  7. Filter: Allows you to narrow down the view of the appointments and blocks by selecting the filters you want to see, and deselecting the filters you don't want to see.

  8. Main Calendar View: This is where all of the appointments will be displayed by Resource.

  9. Advanced Search: Use this to search for an appointment by the patient or comments.


Scheduler Right-click Actions

  1. Add from Waiting List: Schedule an appointment from your Wait List.

  2. New Appointment: Schedule a new appointment in this time slot. 

  3. New Block: Add a new Schedule Block in this time slot.

  4. Edit Appointment: Edit the selected appointment

  5. Update Status: Change the status for the selected appointment.

  6. Schedule Follow Up: Schedule a new appointment for the patient of the selected appointment   

  7. Move Appointment: Move the selected appointment to a new date or time.

  8. Reschedule Appointment: Sets the selected appointment to the “Rescheduled” appointment status and schedules a new appointment for the patient. Use if this you would still like to track and report on all of your rescheduled appointments. 

  9. Print Superbill: Prints a Superbill of your choice for the patient of the selected appointment.

  10. Print Label: Prints a Superbill of your choice for the patient of the selected appointment.

  11. Create Claim for Visit: Create a claim for the patient for the selected appointment.

    The claim will be billed under the provider assigned as the Appointment Resource.  

  12. Find Claim for Visit: Locate any claims created for the selected appointment. 

  13. Find Claims for Patient: Locate any claims for the patient of the selected appointment.

  14. Create Task For Patient: Create a task for the patient of the selected appointment. 

  15. Edit Block: Edit the selected Block.

  16. Update Status: Change the status for the selected Block.

  17. Copy Block: Copy the selected Block to a date date and/or time.

  18. Move Block: Move the selected Block to a new date or time.

  19. Reschedule Block: Sets the selected Block to the "Rescheduled" status and schedules a new Block for a selected time slot. Use this to track and report on all of your reschedule blocks. 

Manage Appointment Resources

Right-clicking on a Resource header within the Schedulers Day View provides you with the following options: 

  • Hide Resource: Selecting this option will hide the selected Resource. 

  • Show Only This Resource: Selecting this option will show the selected Resource only. 

  • Show All Resources: Selecting this option will show all Resources, including those that have been hidden. 

  • Arrange Resources...: Selecting this option will allow you to rearrange the order in which Resources appear within the Daily View..