Scheduling/Calendar FAQs

Scheduling/Calendar FAQs


Scheduling/Calendar FAQs


Appointments

How do I Register a Patient?

How do I schedule an Appointment?

How do I Modify an Appointment?

How do I see the Patient's Last Appointment?


What is the Check-in/Check-out Workflow?

How do I add a new Appointment during Check-out?

How do I add an Appointment to a Worklist?

How do I mark a Patient as a No Show?

Why am I getting a Validation Warning for a duplicate Appointment?

Why can I not see the Appointment Reason in the Appointment Slot?

How do I add a Reason during Check-In?


Block

How do I block slots on the Calendar?

How do I use a Schedule Build to create blocked days?

Calendar Navigation

How do I access the Calendar?

How do I Navigate the Calendar?

Why is the red line on the Calendar not on the current time?


Calendar View

How do I customize my Calendar view?

How do I maintain a view that I have changed for the Day?

How do I eliminate Saturday and Sunday from the Appointment Calendar?


Font Size

How do I change the font of the Calendar?

  • On the Settings Tab on the Calendar, select the Font Size: Smallest, Small, Medium, Large, or Largest.


Forms

How do I Print a Form?

How do I prevent an Appointment Type from printing on a form, such as a Superbill or Face sheet?


Print

How do I print an Appointment Schedule?

How do I print Patient Demographics?

Reschedule

How do I Reschedule an Appointment?

How do I delete an Appointment from the Reschedule Queue?

Why can't I see the Reschedule Queue?

Resources (Providers)

How do I delete a Resource?


Schedule Setup and Build


Build

How do I build my Schedule/Calendar?

Should I use Build View or Slot View?


Resources

How do I add Resources/Providers to the Calendar?

Rules

What is a Scheduling Rule?

How do I add Scheduling Rules?


Slots

What is a Slot Type?

How do I create Slot Types?


Start and End Times

How do I set the start and end times of a Schedule?


Status

How do I add an Appointment Status?


Types

How do I Add/Delete/Expire an Appointment Type?


Troubleshooting

Why is my Build not showing on the Calendar?


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