How to add new resource/column on the scheduler
From the scheduler you will go to ‘Scheduler Options’à 'Add Resource' Then a pop up will come up and you should see the existing providers and resources already created on the scheduler. You will go to the blank row on the bottom of this list and begin to add this new resource. The first column will be the Resour…
Patient Alerts
Patient Alerts When using patient alerts within the system, you can set this to only show on the patient chart but also can be helpful since this can be flagged on the scheduler screen as well which will show up when there is an appointment for this patient. Reasons you may use this feature: * Needing to alert th…
How to block off dates/times on scheduler for specific appointments
Blocking off scheduler for specific appointments and scheduling the appropriate appointment in these blocked out times. You have two options which you can follow for this: * From Admin tab (bottom of screen) -> Lists -> List item entry -> Appointment task type… You can create many appointment task types that hav…
How to Adjust Scheduler Resources (columns) to see less of them
If your practice has a lot of Scheduler Resources, it may become hard to see each one as the columns become very narrow in the view: For example, see this screenshot below: To adjust this to see better, follow these steps: * From the Scheduler screen, select the “My Preferences” menu option from the “…
How Can I See if an Appointment was Deleted and if so, the person that Deleted it
How Can I See if an Appointment was Deleted and if so, the person that Deleted it 1. An appointment that was not Checked In yet can only be seen from Audit Logs. So, we first suggest you go to Admin -> Admin -> Audit Logs At the top, search for the patient and also add a date range, then click on the Submit bu…
