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