Using Staff-Specific Event Defaults

Save a few steps in your workflow by automatically inserting event details on scheduled events and appointments.

About Staff-Specific Event Defaults

Clinics often look for ways to make their employees' tasks simpler. One way to help staff save time is by setting up Staff-Specific Event Defaults. Eliminate the need to manually key up to 12 critical fields by automatically inserting the data directly into Scheduled Events and Patient Contact Records. 

Functions That Interact With Staff/Event Defaults

• Scheduler
• Event Details
• Event Types
• Patient Contact Records
• Patient Groups
• Program
• Services
• Location
• Treatment Type

On the Scheduler (ClinicTracker and Staff Portal)

Once a Clinician and Patient are added to the Event the default information for a configured rule will be applied and update the fields below:

• Event Type
• Start Time and End Time based on Event Duration
• Program
• Service
• Room
• Default Scheduling Note

On Patient Contacts (ClinicTracker and Staff Portal)

When manually creating an appointment in Patient Contacts, once you select a Clinician, the configured rule will be applied and update the fields below:

• Supervisor
• Program
• Place of Service
• Service
• Diagnosis Assignment

Adding Staff-Specific Event Defaults For Your Clinic

• Users with permission to edit Staff Info records can go to Staff > Staff Info > Admin > Additional Options tab > Event/Appointment Defaults button
• In the Event/Appointment Defaults Inputs section, select:
  • The Clinician
  • Applicable Patient Groups
  • Applicable Age Categories (Child/Adult) 
• In the Event/Appointment Defaults Output section, fill out:
  • Event Type
  • Event Duration (In Minutes)
  • Program
  • Service
  • Supervisor
  • Location
  • Treatment Type
  • Associated DSM Codes
  • Default Scheduling Note
• Save