Scheduling Software


Cloud-based software that allows any user within the practice to have their own scheduling times.  Options include automated email/sms reminders as well as providing patients access to add themselves to a schedule through their patient portal.

  • Go to SCHEDULE located top menu any page
  • WEEKLY CALENDAR FOR:
      • Drop down box to select user calendar to view
      • Sets current calendar as the Default Calendar when first opening
      • Saves current calendar view as a PDF file
      • Quick access to edit staff scheduling
  •  Choose to view calendar by the DAY, WEEK or MONTH
  • Move calendar back or forward using arrows or return to current date by selecting TODAY
  • CREATE NEW EVENT
      • Select  bottom right of the calendar or DOUBLE-CLICK where you want to add a new event
        • TYPE: Options include Office Visit, New Patient, Preop, Physical, Telephone, Video, Blood Draw, To Do, Injection, Personal, Lunch, Available for Patient
        • DATE: Default same day will display
        • TIME: Start and end time of event
        • PHYSICIAN: Select Physician from drop down list
        • PATIENT: Begin typing to search for patient.  List will be generated from practice active patients
        • NOTES: Add notes for event

  • EDIT EVENT
    1. Click and drag event to new slot (confirmation message will display) OR
    2. Single click on event and choose   OR Double Click on event to open UPDATE APPOINTMENT box
      Make adjustments then select
  • Delete event
    1. Single click on event and choose  or
    2. Double Click on event and choose