Scheduler Overview

  1. Settings: Select the  icon to configure your personal default appointment settings such as your appointment time slot view, the start and end time of the appointment view, and enable features such as allowing appointments to be overbooked, and booking appointments during unavailable times. Please note features such as hiding unavailable resources and showing a separate legend for times for each resource do not apply to the mobile view and these settings only apply to the customer you’re currently logged into.

  2. Filters: Select the  icon to constrain the view of the appointments and blocks. Select the filters you want to see/deselect the filters you DO NOT want to see. For example, if you don't want to see appointments that have been canceled, expand the Status filter and select all of the appointment statuses you wish to see with the exception of Canceled. You can filter your calendar view by resource, practice, provider, office, facility, appointment type, and status.

  1. Calendar Widget: Select the Calendar widget to view the schedule for a particular date. To go to a specific month or year, simply use the previous “<” and next “>” icons or select the Month and Year to expand your selections.

  1. Navigation Menu: Select this icon to navigate to features such as the Scheduler, Messaging, Help, Feedback, Privacy Policy, Terms of Use, End User License Agreement, Switch Customers, Change Password, and Logout.

  1. New: Select this icon to perform actions such as creating a new appointment, appointment block, and a new patient. 

  1. Resource / Department View: Click on this drop-down menu to view appointments for a specific Department or Resource.

  1. Daily Calendar View: The appointment view displays the names of patients who have an appointment for the selected date, department, and resource. Note: Mobile devices only display one department and resource at a time.