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Add/Edit a Reporting Group
Reporting groups can be added to Providers, Referring Providers, Facilities, Insurances, Employers, and Procedure codes and can be added at anytime. Grouping allows for easier reporting for items that will commonly be reported together. Add a ...
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 ...
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 ...
Edit an Appointment Group
Edit an Appointment Group Appointment Group Modifications From Scheduling on the Left Side Menu, select the Group Management button. Select the Group ID. Select the Edit link to make changes to the Group. Action Icons: Remove, Vacate, Rejoin, ...
Add a Group Appointment Type and a Group
Group Management for Group Appointments Add a Group Appointment Type Create at least one Appointment Type that can be used to schedule an Appointment for a Group. Use the Article, Create an Appointment Type, to create a Group Appointment Type. For ...