Create a schedule for a location

You must create a schedule if you (as an administrator) want to schedule an appointment for a patient or you want to allow patients to schedule their own appointments. Otherwise, you do not need to create a schedule.

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.

Note:

If you allow walk-in appointments, you do not need to create a schedule ahead of time. You (or a check-in agent) can add appointments to a schedule as you receive walk-in patients and register them. For more information, see Create a walk-in appointment.

To create a schedule for a location:

1. Select the Locations tab from the banner.
2. In the list of locations, select the name of the location where you want to create a schedule.

   Tip:

   Use the filters on the left and the search box above the list of locations to find a location quickly.
3. Select Manage Schedule under the name of the location.
4. Select Create a Schedule.
5. Enter a name for the schedule (for example, Weekday Schedule).
6. Choose the type of schedule:
   • This is a single-day schedule: For a single-day (non-repeating) schedule.
   • This is a repeating schedule: For a repeating schedule of one or more days.
   • This schedule has fixed start and end dates: For a schedule with start and end dates that you specify.
7. Do one of the following:
   • For a single-day schedule, choose the date for the schedule.
   • For a repeating schedule, choose the first day of the schedule.
   • For a schedule with start and end dates, choose the first and last days of the schedule. These dates are inclusive; that is, if the end date is on a Friday, the schedule will run until the close of business on the Friday.
8. In the Duration and Daily Availability section, complete the following fields:
   • Appointment Duration: Enter the amount of time that the location requires for each appointment.
   • Schedule Days: Select the day or days that the schedule applies to.
9. In the Hourly Availability section, enter the shift information:
   • For Timing 1, enter the Start Time and End Time of the first shift using the times in the drop-down menu. (For 24-hour availability, select 12:00 am for the Start Time and End Time.) In Concurrent Appointments, enter the number of concurrent appointments that the location can support during the shift. For example, if the location has three nurses or technicians working during the shift and they can conduct appointments simultaneously, you can enter 3.
   • For Timing 2, enter the appropriate field information for the second shift (if needed).

     If you enter values for Timing 2, the system automatically adds a row for Timing 3. You can add the details for the next shift, if needed. (Or select X at the end of the row to delete the shift.) You must 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.

   • You can complete the shift details for up to four shifts (Timing 4).
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. Do one of the following:
    • If the schedule appears correct, select Create Schedule.
    • If you need to make changes to the schedule, select Back from the top left of the page and make the necessary edits.