Resource Views

Utilities -> Scheduler

The Scheduler offers  three different resource views: Staff, Patient, and Room.

To change the type of resource you are viewing scheduling information for, select the corresponding option from the list on the right side of the form (just beneath the navigation calendar). If you have chosen Staff, all users whom have granted you full edit permissions on their schedule data will be displayed in black. Those who have granted you read-only access will be displayed in Red. By default, it will only show active staff, however you can toggle this option at Calendar -> Show Inactive Staff.

If you have chosen Patients, you will need to select patients to include in the available list using the Add button. By clicking the dropdown arrow on the right side of the add button, you can either add an individual patient, a group of patients that you have set up for recording group appointments (Actions -> Group Setup from the Main screen), or Primary Place of Service as it has been recorded on the Patient’s Demographics form (Patients -> Demographics -> Intake tab). If you have chosen Rooms, the system will list all avaliable rooms.

Favorite Views

When you open the Scheduler, it will be in Staff mode and display your scheduled events. However, if you have typical sets of resources that you frequently want to display, you can configure the screen by going to Calendar -> Save Favorite View. You will then be presented with the Scheduler Favorite Views form where you can enter the View Name and click the Save button. Click the red X in the upper right corner of the form to exit after saving. You can set multiple Favorite Views by repeating these steps.

The next time you want to return to a Favorite View, go to Calendar -> Load Favorite View, and select the desired view. You can also press the F11 key on your keyboard to toggle through your favorite views. So doing will adjust the type of view, column size, cell size, and selected resources to match your saved favorite views.
 

To edit or delete a favorite view, go to Calendar -> Load Favorite View -> Manage. Your saved views will appear at the bottom of the Scheduler Favorite Views form. Right click a view in the list and select ‘Edit’ or ‘Delete’.