Add Appointment Resource in the Billing/Rendering Library
Scheduling Resources can be added from Scheduling Setup and from the Provider Dashboard.
- Only Resources that are people can be added from the Billing/Rendering Provider Dashboard.
- If the Resource is a room, lab, or equipment, it will need to be added/modified in Scheduling Setup; Add/Modify/Delete Appointment Resources
Add the Resource from the Provider Dashboard
You are unable to delete a Resource once it has been linked to an Appointment.
Provider resources can either be added at the time of Provider creation or can be added afterwards by modifying the Provider's record.
Add by Modifying the Provider
Libraries > Billing/Rendering Providers > Provider ID
- Select Modify.
- On the Modify Provider screen, select the Create Appointment Resource checkbox to add this Provider as a Resource on your Calendar.
- Select Save [F2].
Modify the Resource from the Provider Dashboard
On the Provider Dashboard, select the Linked Resource link to Modify the Resource.
- If there is one Resource attached, the link will be the name of the Resource Name plus the ID. (FRANCIS TESTER [P9876])
- If there are multiple Resources attached to the Provider, the link will be Scheduling Setup.
Learn More
Add/Modify/Delete Appointment Resources
Scheduling Setup
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