Schedule Setup and Build Overview

Schedule Setup and Build Overview

Schedule Setup and Build

Scheduling Setup is the backbone of your calendar. The setup drives the options you have when making an Appointment and the column options that can be displayed.

Schedule System Settings

Before building your Schedule, define the start and end times for your practice in System Settings.

  • If you have Providers that start and end their day at different times, set this for the earliest time and latest time.

  1. Use Military time.

Schedule Setup from the Schedule Dashboard

  • Click Schedule on the left Sidebar menu.

  • Choose Schedule Setup.



Schedule Setup from the Calendar

  1. Open the Calendar using one of the methods shown below.


  1. Click the Settings tab from the Calendar.

  2. Under Action, click Schedule Setup.



Tabs on the Scheduling Setup Screen

  • Types: Appointment Types that will be used for making appointments, such as, Office Visit, New Patient, Follow-up, etc.

  • Resources: These are columns that will be displayed on the Calendar, such as Providers, Rooms, Equipment, Labs, etc.

  • Slots: These are the Appointment Slots that will define each slot on the Calendar and the Appointment Types that can be scheduled there. You may have a simple schedule with a generic Appointment slot where any Appointment Type can be scheduled, or you may have a schedule that is more complex where you have slots that only specific Appointment Types can be scheduled. The slot setup also determines how many appointments can be scheduled in any particular slot.

  • Statuses: There are predefined Statuses that cannot be changed. However, you have the option to create additional Statuses or a custom border color around a Status to quickly identify it on the Calendar.

  • Build: Builds define what, when, and where appointments can be scheduled using the Slots per Resource and Facility. Use the popout  icon on the Build tab to move the Build process to a full screen experience, which can be helpful when working on a larger Build.

  • Rules: Create Scheduling Rules to ensure optimal patient flow by controlling the maximum appointments allowed for AM, PM or Day, required interval between appointments, control how far in advance an appointment can/should be scheduled, etc.



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