Add Resources (Providers, Rooms, Equipment) to the Calendar
Calendar Resources are used to manage the availability of Providers, Rooms, Equipment, etc.
- The Calendar helps to manage a balanced workload, preventing the likelihood of overload or overbooking.
- If it is a person, place, or thing that needs a schedule on the calendar, you will create a Resource for each of these.
Add a Resource to the Calendar
If you chose to add the Resources from the Billing/Rendering Library, those providers will already be listed on the Resources Tab. Other Resources can be added using the Scheduling Resource Tab, such as, Lab, Room, and Providers.
- From the Scheduling Dashboard, select Scheduling Setup.
- Select the Resource tab.
- Select Add.
- Choose the Type (Person, Equipment, Room, or Group). This cannot be changed once the screen is saved.
- Enter an ID. Used to identify this Resource in the Libraries. This ID will be pre-pended in the Resource list with a P, R, or E, designating it as a Person, Room, or Equipment Resource. This field cannot be changed once the screen is saved.
- Enter an Abbreviation. This will display in the left sidebar of the Calendar, in the Resources section of the Scheduling tab.
- Enter a Name. This will display in the Calendar at the top of each Resource column.
- You can link with a specific Provider from the Billing/Rendering library.
- This Provider will default in Charge entry for this appointment.
- If this a a Rendering Only Provider, leave the field blank if the Rendering Provider works under more than one Billing Provider.
- Effective: Use the Effective Date as the start date for a Resource, but it can be left blank.
- Expiration: Use the Expiration Date to remove a Resource from the Calendar Resources section, and make sure it is no longer available to use in the Schedule Build process.
- Superbill ID and Upload Superbill. A Superbill can be linked and uploaded to a Resource.
- Patient Description. A different description can be added for patient facing documents.
- Set the minimum Time Increments. This defaults from System Settings but can be overridden here. See Resource Time Increments
- Choose the Facilities where this Resource is available for appointments. Click the checkbox to see a list of the Facilities.
- Click Save.
Modify/Delete a Calendar Resource
If a Resource has been used, it cannot be deleted, but it can be modified.
- Type and ID: These 2 fields cannot be changed once the Resource is used on the Calendar.
- All other fields can be modified.
- Effective and Expiration Dates: These dates determine when the Resource appears and can be used on the Calendar.
- If you no longer need the Resource, use the Expiration Date to prevent the Resource from appearing on the Calendar.
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