Configure New Scheduling Settings

To configure these settings, ensure that you are logged into the Admin Console with the INFORMATION_TECHNOLOGY_ADMINISTRATOR role.

Configure Scheduling Templates

To configure scheduling templates:

  1. In the Admin Console, select Settings.
  2. Launch Schedule Template.
  3. On the Schedule Template page, select Create Schedule Template.
  4. Add the provider name, a template description (optional), and select a template type.

    Note:

    All Weeks is the default template type, but you can also select the following types:
    • Rotating: Can define different schedules for multiple weeks.
    • Week of Month: Can define schedules for up to five weeks.
  5. Select the Add Slot (+) button.
  6. In the Create Slot drawer, select Single or Multiple and add all required information, then select Save.
  7. Select slots and select the copy from and paste to buttons to copy slots from one day to another (or select the day of the week to copy all slots for that day).
  8. When you have created your template, select Save.
  9. Repeat Steps 3 through 8 to create additional templates.

    Note:

    You can edit templates on the Schedule Template page by selecting the edit icon next to the template you want to edit.

Configure Resource Groups and Resource Schedules

To configure resource groups and resource schedules:
  1. In the Admin Console, select Settings.
  2. Launch Resource Group.
  3. On the Resource Group page, select Create Resource Group.
  4. Add the name of the group and a resource group description, and select Add Resource.
  5. On the Add Resource page, search for resources by resource name.
  6. Select the add icon in the Actions column to add a resource to the Selected Resources list.
  7. Once you have selected all resources for the group, select Add.
  8. On the Create New Resource Group page, select Save.
  9. On the Resource Group page, select the edit icon for the group you created.
  10. For each resource, select Manage Schedules.
  11. On the Resource page, select Add Schedule.
  12. In the Add Schedule drawer, select a template to use for this resource, start and end dates, and select Save.
  13. When you have added a schedule for each resource, on the Manage Resource Group page, select Save.

Configure Appointment Types

To configure appointment types:
  1. In the Admin Console, select Settings.
  2. Launch Appointment Type.
  3. On the Appointment Type page, select Create Appointment Type.
  4. Select a specialty, a unique name within the specialty, a duration, and a description.
  5. Select Add Participant.
  6. Select a participant type of Patient, Practitioner, or Resource Group, then select the add icon to add to the Selected Participants list.
  7. Repeat Step 6 as needed to add additional participant types.
  8. Select Add to add the participants to the appointment type.
  9. On the Create New Appointment Type page, adjust the Time Into and Time Needed values for the appointment type to provide offsets within the appointment type's duration window.
  10. Select Save.
  11. Repeat Steps 3 through 10 for each appointment type you want to create.