Click on Scheduler module from the main menu and the Appointment Scheduler opens in a new window. If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled. Select All Providers to view the Scheduler for all the Providers for the selected legal Entity. To view the Scheduler […]
Category: FAQs – Scheduler
How do I schedule an appointment for an existing patient?
Click on Scheduler module from the main menu and the Appointment Scheduler opens in a new window. If you have multiple Legal Entities in the system, select the Legal Entity where the appointment needs to be scheduled. To view the schedule for a particular Provider, select the provider from the list. By default, All is selected which will […]
How do I print a patient payment receipt?
Click on the Scheduler module from the main menu. Click on the Patient whose receipt is to be printed and select the icon. This will open up the Payment Entry screen. Select Payment Type as SELF PAY. By default, the Payment Date is set to the current date which can be changed to reflect the date that you […]
What is the Appointment Scheduler?
The Appointment Scheduler window displays all the scheduled appointments. You can also add new appointments from this window. To view the Appointment Scheduler window, click on the Scheduler module from the main menu. Using the Appointment Scheduler, you can view all the appointments for the selected Provider. You can also view the schedule for […]
How to ADD a new Status on the Scheduler?
Go to Scheduler from the main menu and click on from the top right of the screen. Select icon from the Legend screen. Click on and type in the name and select a color from the color list. Click on the Save button.
How to delete a Status on the Scheduler?
Go to Scheduler from the main menu. Click on from the top right of the screen. Click on from the Legend screen. Click on the Delete button next to the Appointment Status that needs to be deleted from the list.
How to add an additional column in Scheduler?
Columns in the scheduler are driven from Provider screen. To have an additional column on the scheduler an additional provider needs to be added. Contact support for adding providers.
Can you drag and drop appointments
Yes. Move the mouse pointer towards the extreme right/ left corner of a particular appointment and click on it. Now, drag and move it to the required slot.
How to block a day or time for the entire Practice?
To block a day or time for the entire Practice, go to Scheduler from the main menu and click on the button from the top right of the screen. Choose Setup Holiday option from the menu shown. Click on the button from the top right end of the screen shown. Choose the Break Type as HOLIDAY […]
How to change the time delta?
To change the time delta, go to Scheduler and click on the icon from the top right of the screen. Choose the Scheduler Options from the menu shown. Choose the Default Delta Time and click on Save.