Calendar Navigation Overview

Access the Calendar

The Calendar can be accessed using one of the following methods.

• Enter "CAL" into the navigation box.
• Click the Calendar icon on the top-right menu.
• Click the Calendar button on the Home Dashboard.
• Click Scheduling on the left Dashboard menu and then click Calendar.
  

Calendar View

Learn More

Calendar Navigation

• Display Profiles
  
• Top Menu Calendar Navigation
• Tab Navigation
  

Add an Appointment

• Add an Appointment
  
• Search for Available Appointments
  

Block Appointments

• Add Block Appointments
  

Edit an Appointment

• Edit an Appointment

Print the Calendar/Schedule

1. Print the Calendar
   
2. Print the Schedule

Check-In/Check-Out Workflow

• Check-in/Check-out Workflow
  
• Patient Copay/Payment
  
• Links on the Patient Appointment Screen
  

Rescheduling

• Rescheduling an Appointment
  

Overbooking

• Overbooking
  

Group Scheduling

• Group Scheduling
  
• Group Appointment Type
  
• Add a Group
  
• Edit a Group
  
• Book Group Appointments
  
• Group View Options on Calendar
  
• Group Appointment Actions
  

Wait List

• Add a Patient to the Wait List
  
• Manually Remove a Patient from the Wait List
  
• Managing the Wait List
  

Recalls

• Recalls
  

• Related Articles

• Scheduling/Calendar FAQs

  Scheduling/Calendar FAQs Appointments How do I Register a Patient? How do I schedule an Appointment? How do I Modify an Appointment? How do I see the Patient's Last Appointment? What is the Check-in/Check-out Workflow? How do I add a new Appointment ...

• Calendar Tab Navigation

  Scheduling Tab Scheduling > Calendar button > Scheduling Tab Calendar Panel The Scheduling tab displays a Calendar, which can be used to: Use the arrows to move back or forward a month. Use the month dropdown to choose a different month. Use the year ...

• Scheduling Questionnaire

  In preparation to help you build your calendar, please provide an answer to the following questions and create your Appointment Types. Article: How to add Appointment Types Instructions on how to create, build, and maintain the Calendar will be ...

• Top Menu Calendar Navigation

  Hide the Left Side Menu To hide the left side Navigation panel, select the green arrow above the Display Profile. To display after hiding, hover over the left side of the Scheduling Screen. To make the menu display all the time, hover over the left ...

• Schedule Builds

  Schedule Builds The Schedule Builds are the backbone of your Calendar. Builds can be created for each Resource & Facility. Builds define what, when, and where Appointments can be scheduled. If the Calendar is not formatted by using the Builds, some ...