Setting Up Your Calendar Views
Set up different calendar views to save time and cut down on steps in the Scheduler.
About Setting Up Calendar Views
The Scheduler offers many different options for setting up Calendar Views. These options include Resource Views, Favorite Views, Internet Calendars, and more.
View Your Calendar by Day, Week, or Month
- Utilities > Scheduler or go to My Schedule Widget and click on the My Schedule link.
- In the top left corner of the Scheduler, click on the icon for either the Day, Work Week, Week, or Month.
- All views can be used with multiple Resources, except the month view, which will only display the schedule for a single resource.
Using the Event List
If you'd rather see the events in a list go to Utilities > Scheduler > File > View Event List > Selected Resources or All Resources or click the 
button at the top of the Scheduler next to the 
button.
Viewing Schedules for Multiple Staff, Patients and Rooms
If you have access to the Scheduler, you can see the calendars for different Resources, Staff, Patients, and Rooms at one time.
- Go to Utilities > Scheduler or My Schedule Widget > Resource Display (on the right side of the screen).
- Click the radio button for your choice of either Staff, Patient, or Room.
- Select one or multiple Staff or Rooms, by clicking the checkboxes or right-click for the option to select the next 20 resources at once.
- Select one Patient using the Find Form and repeat by clicking the Add button to add Patients one at a time.
- To add multiple Patients in bulk to your resource view, right-click on a patient name on the Resource Display.
- Click Select Next 19 Patients.
- Click the down arrow next to the Add button to add by Patients for a Group or Primary Place of Service.
Setting a User's Favorite Calendar Views
When you open the Scheduler, it will default to Staff mode and display your scheduled events. If you have specific sets of resources that you would like to display frequently, you can Save, Load, and Manage Your Favorite Views.
- To save a Favorite View, go to Utilities > Scheduler and select the resources you would like to add from the Resource Display.
- Click the Calendar menu on the top left of the screen.
- Click Save Favorite View.
- The Scheduler Favorite Views form will load.
- Enter the View Name.
- The View Type will reflect the Calendar Day Views selected on the top left of the Scheduler (Day, Work Week, or Week View).
- Resources will reflect the items selected from the Resource Display of the Scheduler.
- Time Increment and Column Width will reflect what is configured in Scheduler Settings.
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When you are satisfied with the criteria for your Favorite View, click Save or click Apply to go to the Scheduler with that Favorite View.
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You can set multiple Favorite Views by repeating these steps.
- To load previously set up Favorite Views go to Utilities > Scheduler > Calendar menu on the top left of the Scheduler screen.
