Instructions on how to create, build, and maintain the Calendar will be provided during your training sessions. A simple sample is provided in your database.

• Start / End time

• Lunch: Is a lunch break taken?

• Time:

• Weekend: Do you work Saturday and/or Sunday?

• Saturday Hours
• Sunday Hours

• Standing meetings: Such as a monthly staff meeting

• Yes: When?
• No

• What is the basic length of time that your provider books?

• 10 min  15 min  20 min  30 min  40 min  60 min
• Other? _____ 

• What is the most frequently used appointment type? (Ex: Follow Up)

• ___________________

• Do you double book?  Yes    No

• All Appointments Types?  Yes    No
• If No, Specific Appointments Types? ____________________________

• Do you book appointments by rooms, equipment or other non-provider resources?

• Yes    No   If Yes, _______________________________

• Do you schedule anywhere aside from the main office? (Ex: off-site surgery)
• Does your schedule vary based on the day of week or facility?  Yes    No
• When are copays collected

• At check-in?
• Check-out?

• Do you collect pre-payment for services such as for surgery?
• Do you sell over the counter products?

• How many users need to be trained on the calendar functionality?

• These are Users that just need to know how this feature works, such as, a Nurse Practitioner who has read only needs or someone who only works the Front Desk?

• Instructions per day per provider to scheduling staff.

• Example: Only 2 new patients in the AM but no more 

• Can you provide a sample of your current calendar?  Yes    No