View Appointment Scheduler screen. View Video, 13 min. 55 sec.

Modify Current Day's Hours
The working hours and break times are determined in advance when you add the provider and enter his or her hours from Monday through Sunday. If you want to modify these settings for a particular day, follow these steps:

• Bring up the day in question on the Appointment Scheduler screen.
• Click the Edit Hours button. You will be asked to select which column you wish to edit.
• The Edit Hours For This Day screen will open.  The settings for the current day are displayed on the screen for Start/End Day, Start/End First Break, Start/End Second Break, and Day Off/Working.
• Make whatever changes you want and click the Reformat Day button.
• The Modify Hours screen will close, displaying the Appointment Scheduler screen with its modified hours.

Editing hours is tightly controlled in that the program will not allow any “illegal” adjustments. You will not be allowed to indicate "Day Off" if any appointments are scheduled for that day. You would have to delete or reschedule those appointments before indicating Day Off. You will not be allowed to modify any times that conflict with existing appointments for that day.  For example, if your first appointment for that day is scheduled at 9:00 AM, and you attempt to make the starting time for the day at 9:30 AM, that change will not be allowed.

Sched Menu Button
Click the Sched Menu button to directly access the Scheduler Utilities Menu.  If you click the button the Scheduler screen will close.

Colors Button
Click the Colors button to pop up the Appointment Categories screen. This will display the Appointment Categories (or Types) you have entered along with their associated color codes.  Use this as a quick reference key when you can't remember the definition of a particular color code.

Search Button (binoculars)
Click the Search button to bring up the Schedule Search screen.  This is not to be confused with the Next Available Search screen. This search will find patients who have existing appointments within the scheduler database. You may search by name or account number. When an appointment is found you will have the option to open the scheduler to that day. Note that if the schedule is not currently displaying the provider for which the appointment is scheduled, that day will show but the appointment will not be seen until you change the provider setup for the scheduler screen.