Create a schedule for a location

As a location administrator, you can create schedules for a specific location and appointment type. But, your Oracle Customer Success manager sets up the location, type of schedules available, and the different types of appointments you can book.

You can create as many schedules as you need. For instance, you may create one schedule for weekdays and another for weekends. Or, you may create one schedule for Mondays and Wednesdays, another schedule for Tuesdays and Thursdays, and another for Fridays. Just make sure that one schedule does not overlap with another.

To create a schedule for a location:

1. Select Locations/Scheduling from the Home page.

   Note:

   If you cannot see the Locations/Scheduling option on the Home page, contact your Oracle Customer Success manager to activate it.
2. If your organization includes more than one location for appointments, select the location from the drop-down menu of the location icon. The icon is located next to your account name in the product banner. It looks like the location icon you see on maps:
3. Select the Schedules tab.
4. Select Manage Schedules. Then select Create a Schedule from the left of the page.
5. From the Appointment Type drop-down menu, select the appointment type for the schedule by selecting the appropriate row from the table. Each appointment type indicates if you can also schedule walk-in or telemedicine appointments. (If you do not see the appointment type you need, contact your Oracle Customer Support manager.)
6. Enter a name for the schedule (for example, Weekday Schedule).
7. Do one of the following:
   • Select This schedule has fixed start and end dates to set up the start and end dates of the schedule using the calendar icons.
   • Select This is a repeating schedule to set the start date of the schedule using the calendar icon.
8. In the Duration and Daily Availability section, complete the following fields:
   • Appointment Duration: Select the amount of time that the location requires for each appointment.
   • Schedule Days: Select the day or days that apply to the schedule. Clear any days you do not want to include.
9. In the Hourly Availability section, enter shift information:
   • Timing 1: Enter the start and end time of the first shift, as well as the number of concurrent appointments that the location can support during the shift. For instance, if the location has 3 nurses or technicians working during the shift and they can conduct appointments simultaneously, enter 3.
   • Timing 2: Enter the start and end time and enter a number for any concurrent appointments.

     After you enter a value for Timing 2, a row appears for Timing 3. You fill in the shift details in order because the end time of a shift determines the start times that you see for the next shift.

   • Complete shift details for up to four shifts (Timing 4).

     If you make a mistake, choose a new value or remove the shift by selecting X at the end of the row.

10. Select Preview Schedule to open the Preview Schedule page.

    Note:

    If the schedule overlaps with any other schedules, a warning appears at the top of the page. If you skipped a required field, you see an error message. Scroll up and make any necessary corrections to the appropriate field. Then select Preview Schedule again.
11. Review the schedule on the calendar.
12. Perform one of the following steps:
    • If the schedule appears correct, select Create Schedule. You see a created schedule message at the top of the page.
    • If you need to make changes to the schedule, select Back from the top of the page and make the necessary edits.