Creating an Event

Utilities -> Scheduler

You have several options for creating a new event:

1. Typing directly on the schedule will create an event in the selected time-cell with the default event type, associated with the selected resource. In other words, if you are viewing a staff schedule for Dr. John, typing in a cell in his column links the new event to Dr. John automatically.
   


2. Right-click a Staff, Patient, or Room in the Resource Display, then select Create Event With and choose from any resource that is currently displayed in the calendar. Note that this list will exclude the resource you selected (to avoid duplication) as well as any rooms, if you have selected a different room (since only one room can be chosen for the event).
   


3. Double-clicking on the schedule will bring up the event detail form for the selected-time cell. The system will associate it with the selected resource.
   


4. Cut/Copy/Paste. Using the icons on the top of the form or right-clicking on an existing event lets you cut or copy that event. You can then click on a new cell of the scheduler and paste that event.
   
   File menu. Go to File -> New Event.
   


5. Link from another form. Two other places in the program allow you to access the Scheduler. The first is the Schedule Next Appointment option in the Patient Contacts, Actions Menu.
   
   The other is the Schedule Appointment option in the Demographics, Actions Menu.
   
6. You can also highlight a time frame on the Scheduler and right-click to add a new event. You will see in our example below that Noon to 3:00pm is highlighted. When we right-click this selection, you will see that you have the option to add a new event that will cover the entire time slot.