Add Appointment Resource in the Billing/Rendering Library

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 SetupAdd/Modify/Delete Appointment Resources


Add the Resource from the Provider Dashboard

Alert
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

  1. Select Modify.
  2. On the Modify Provider screen, select the Create Appointment Resource checkbox to add this Provider as a Resource on your Calendar.
  3. 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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