Calendar Left Side Tab Menus

Scheduling Tab

Go to the Calendar using the method you prefer.

The first tab is Scheduling.

View of the Left Side Calendar

• Use the arrows to move back or forward a month.
• Use the month dropdown to choose a different month.
• Use the year dropdown to choose a different year.
• Click on a date to take you to that specific day.

Reschedule Queue

Holding place for appointments that are queued to be rescheduled. This section only shows if appointments to be rescheduled have been added. For more details, click Reschedule Queue

Resource Groups

Displays if you have Resource Groups set up. Select one of the Groups to view all Resources in that Group.

Resources and Facilities

• Select the Resources and Facilities that you want to see on your Calendar.
• Select All/Deselect All can also be used.
• Use the Search field to lookup a Resource or a Facility.

Checked In/Reports Tab

Checked In Tab

• When a patient is marked Checked In, the patient's name will appear on this screen in the Checked In panel.
• When the patient is marked Checked Out, the patient no longer shows in the Checked In panel.

Late Tab

• If a patient is not Checked In or Checked Out and is not marked as a No Show, the patient will appear on the Late tab.
• You have the option to mark them as a No Show individually or Mark All as No Show.
• Use Selected Date: Check the box to use the date chosen on the Calendar.

Other Tab

Shows other appointment statuses such as Rescheduled and Cancelled with the exception of Scheduled, Confirmed, Deleted and Reminded.

Reports Panel

Superbills

Superbills can be printed in a batch. It defaults to the choices you made on the Calendar, but the options can be changed. Click the Superbills link for details.

Forms

Forms can be printed in a Batch, such as Encounter Forms or Face Sheets. The Print Forms screen defaults to the options chosen on the Calendar. Click the Forms link for details.

Schedule

Print an Appointment List for a specific days, Resources, and Facilities.

• The Resources and Date default to the Date and Resources chosen on the Calendar.
• The Appointment List can also be run from the Reports panel on the Scheduling Dashboard.

• This report can be used to print your Daily Appointment Schedule.

CAQ (Custom Appointment Query)

The CAQ is a more detailed Appointment Report than the Appointment List.

Learn More: Custom Appointment Query.

Search Tab

The Search Tab can be used to search for Patient Appointments and available Appointment slots.

By Name

     1. Use the Lookup icon to find a specific patient.

     2. The upcoming Appointments will be listed.

     3. Click on an Appointment Date to navigate to that Appointment on the Calendar.

4. Disconnect Patient from Calendar by clicking the Red X on the Navigation bar.

Availability Panel

Use Search Availability to find available appointments in general or for specific Resources, Facilities, and Appointment Types. Time and Days of the week can be designated as well. See Search for Available Appointments for more details

 If you are connected to a Patient on the Calendar, click the Red X on the top Navigation Bar to disconnect the Patient.

Settings Tab

The Settings Tab defines the content and the look of your Calendar view. Each user can set their own preferences.

Calendar Panel

Choose your Calendar preferences:

• Condensed: This will shrink your calendar which will show less appointment information on the Calendar, but the hover-over can be used to see all the Appointment information.
• 5-Minute Ticks: Check the box to show 5-minute intervals on the Calendar.
• Formatted Days Only: This box should be checked to only schedule appointments in slots that have been formatted in the Build.
• Always Show Time: Check the box to show the time on each Resource on the Calendar. Regardless of this setting, time will show automatically on every Resource where their time increments are different.
• Show Appt Shells: Check the box to view a "skeleton" of your calendar showing concurrent Appointments Slots that are available.
• Days in Week View: Choose the number of days that you want to see on your Calendar view.
• Layout: This is dependent on the Resources and Facilities you have chosen on the Scheduling tab.

• Res/Fac shows the Resource with each Facility listed under the Resource
• Fac/Rec shows the Facility with each Resource listed under the Facility
• Separate shows a column for each Resource and each Facility chosen on the left Panel of the Scheduling Tab. This is usually used when there is only one Facility which does not need to be shown on the calendar. In this case, choose Separate and deselect all facilities on the Scheduling tab. Only the Resources will have a column.

• Group View: This only applies to practices using Group Appointments
• Font Size: Smallest, Small, Medium, Large, or Largest
• Background: Choose a background color for your Calendar. Lighter colors work the best.

Appointment Panel

The Reminder Status and Eligibility checkboxes are only available if the related features are activated in the System.

The items chosen on the Appointment panel, will determine the information displayed in the Appointment Slot on the Calendar.

Include/Exclude Eligibility

This is only available if Eligibilty is activated in the System,

The Eligibility Icons can be removed from the Calendar by unchecking the Eligibility check box.

• Multiple boxes are checked including Eligibility

• Multiple boxes are checked excluding Eligibility.

Status Panel

What Appointments do you want to see on your Calendar as the default? Check the boxes that you always want to see. You can check any of these boxes on-the-fly to see that particular status. For example, if you do not want to see the cancelled appointments on the Calendar throughout the day but want to see them at the end of the day, you can check Cancelled to see them temporarily.

Action Panel

• You can navigate to Schedule Setup from the Action panel without leaving the Calendar.
• If you are using Group Management, navigate to the Group Management screen by clicking the link.