Assign/Add Clinicians in the Calendar
Index
- Sections
- Name displayed should reflect the name of the location (if multiple locations). In the screenshot, I added the first location to the name displayed. Note: It is best NOT to add credentials because can they change and this may cause issues changing the name in the future.
- Tie to this clinician field opens a window to select the provider.
- Click the button to save the new "name" on the calendar.
Users are not automatically assigned to the Calendar. To add them, group administrators should follow these instructions:
1. From the Chart Room, click on the Calendar button to go to the Calendar.
2. On the Calendar, click the button.
3. Click the button and then click the
button.
4. In the popup window, fill in the required fields:
A. Name displayed should reflect the name of the location (if multiple locations). In the screenshot, I added the first location to the name displayed. Note: It is best NOT to add credentials because can they change and this may cause issues changing the name in the future.
B. Tie to this clinician field opens a window to select the provider.
C. Click the button to save the new "name" on the calendar.
5. When done adding the providers, arrange the calendar so that the name of the providers line up (optional) by using the arrows by the name to move the clinician up or down.
If an existing clinician's name is needing to be updated, or you just need to make a change to an entry that was just added, you can do this by following clicking on the edit pencil next to the clinician's name in the Clinician Settings:
In this example, I've added credentials to the end of the clinician's name:
After clicking Save, a message will appear showing that the change is being made:
Then the name will be updated:
Related Articles
Restrict Clinicians to their own Calendar
If an Admin needs to restrict a clinician to viewing only their own calendar, they can enable the "Restrict to their own calendar" setting. 1. As a security administrator, go to Settings + Directories. If you are in the Chart Room, click the Settings ...(Legacy Calendar) Adding Clinician Groups to the Appointment Book
If your practice has multiple locations, shifts, or other "groupings" of clinicians, group administrators can sort clinicians into groups to make it easier to view their appointments in the Appointment Book . 1. To start this process, open the ...Using the New Calendar
Index Sections ACCESSING THE NEW CALENDAR FROM THE CALENDAR This training guide provides step-by-step instructions for using the New Calendar. Please feel free to print this PDF Guide to Using the New Calendar if you would like to have it for ...New Calendar Group Appointments and Co-Pays
Index Sections Set Up Group Appointment Collecting Copayments From Group Members This knowledge base article will show you how to create group appointments and how to collect copayments through the group appointment. Set Up Group Appointment 1. From ...Quick Calendar
Quick Calendar The Calendar Quick View enables clinicians to see their schedules without entering the Calendar. There are two areas that the Calendar Quick View / Quick Calendar can be accessed: In the Chart Room from the icon. From the Reports ...