Category: Scheduler

Provider Off-Time Provider off-time refers to periods when a provider is unavailable for appointments. It could be an absence during a day or a holiday break that lasts for many days. Such off-times could be saved in advance to block scheduling for the provider during those hours. There are two ways to create a provider […]

Viewing Patient Ledger from the Scheduler A ledger provides a consolidated view of all financial transactions associated with a patient, including charges, payments, and adjustments. To access and review a patient’s ledger directly from the scheduler, follow the steps outlined below. 1. Select Scheduler module from the main menu. The Appointment Scheduler screen will open up, […]

Configuring Holidays and Breaks in the Scheduler Holidays specific to the practice can be recorded in the system to prevent appointment scheduling on those dates. Additionally, the practice has the flexibility to define breaks for specific hours instead of blocking an entire day. Follow the steps below to set up holidays and breaks in the […]

Setting Up Practice Breaks During Working Hours Breaks during regular working hours—such as lunch breaks or other non-working periods—can be configured in the system to prevent appointment scheduling during those times. The following steps explain how to set up these breaks. 1. From the main menu, select the Scheduler module. 2. Click on the  icon […]

Setting Up Alerts from the Scheduler Screen Alerts can be configured from both the Patient Demographics and the Scheduler screens. Below are the steps to set up alerts directly from the Scheduler. 1. Choose the Scheduler module from the main menu. The Appointment Scheduler screen will be displayed, as shown in Image 1. Image 1 2. […]

Customization of Schedule Status Dropdown and Color Coding The Schedule Status dropdown in the Schedule screen can be fully customized within the system. Users can add additional schedule statuses to the dropdown list and assign a specific color to each status. When a schedule status is selected, its associated color is automatically applied for easy […]

Personalizing the Schedule Type Drop-Down in the Scheduler The Schedule Type drop-down in the Scheduler screen can be customized to suit the practice’s needs. Additional schedule types can be added, and each type can be assigned a specific color and duration. Once configured, selecting a schedule type will automatically populate the associated color and duration. […]

Color Coding Appointments Appointments are displayed using a dual-color format to visually represent both their status and type. This allows users to quickly identify key details at a glance. The primary color shown in the appointment slot is based on the default selection made in the Scheduler setup—either status or type. This primary color occupies […]

Configuring Default Schedule Status in the Scheduler The scheduler comes with predefined schedule statuses to help categorize and track appointments. However, clinics often have unique operational workflows that require more flexibility. The system allows authorized users to modify these default schedule statuses—adding new ones, renaming existing ones, or assigning custom color codes. This ensures that […]

Generating Letters from the Scheduler To generate a letter from the scheduler, it must first be created and saved in the Letter Master under the group code PATIENT_ENCOUNTER_FORMS. Only letters associated with this group code will appear in the scheduler for selection. Once saved, these letters can be generated directly from the scheduler as needed. […]