View Appointment Scheduler screen. View Video, 13 min. 55 sec.
Color Coded Appointment Boxes
Appointments are represented as color coded appointment boxes. The appointment boxes will adjust themselves to take up the maximum width of the column when possible. If one appointment exists in a time slot and is unopposed, it will take up the full width of the column. If an appointment is opposed by one other appointment, they will each take up one half of the column. Likewise, if three appointments oppose each other, they will each take up one third of the column width. Maximizing the appointment width when possible allows you to see more information about the appointment directly on the scheduler screen. To edit an appointment, simply click on the colored box and the Appointment Setter screen will open with that appointment’s data displayed. More on that later. The Appointment Scheduler screen may be displayed in a 1 provieder/3 day mode, or a 3 provider/1 day mode. The 3 provider mode is displayed in the sample screen shot. Break times are represented with a black box that will take up the full width of the column. Black areas may appear at the beginning and/or end of columns. This represents time before or after the available schedule periods and are required to synchronize the 3 columns seen on the scheduler since these columns may not have the same Starting or Ending times. Days Off are represented by the entire column blacked out. You may not schedule inside a blackout area.
Selecting Providers: One Provider And Three Provider Modes
To select providers to display click the “P” (for providers) button in the left bottom corner of the Appointment Scheduler screen. The Schedule Format screen will open. The Appointment Scheduler can be displayed in two formats: One Provider/Show Three Days or Three Providers/Show One Day. Using the upper (aqua) portion of the Schedule Format screen, you will select which mode to use. If you select the One Provider mode the Schedule Format screen will display a single list box showing the providers that have been entered into your system. Select the desired provider and click OK.
The Schedule screen will then reformat show appointments for the selected provider with each of the 3 columns showing a different day.
If you select the Three Provider mode, 3 list boxes will appear representing the 3 column of the Schedule screen. You will select a different provider for each of the 3 columns. You may not duplicate selections. That is, you cannot select the same provider to occupy two different columns. A selection must be made for all 3 columns. You may not leave a blank. If you have only two providers in your practice but still want to utilize the side by side Three Provider mode, you must enter a dummy provider to be used as a place holder.
The providers that were selected upon closing the Appointment Scheduler will be the ones that are displayed the next time the Scheduler is re-opened.
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