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 reference.

ACCESSING THE NEW CALENDAR

Enter the New Calendar by clicking the Calendar drawer in the Chart Room. 

Alternatively, you can access the New Calendar by clicking the ‘Calendar’ button from a patient’s Chart Face (and other areas within the program). 

The screenshot below shows what you will see upon entering the New Calendar (this shows the schedule view). 

After you have set up the clinicians in your practice, each one will have their own column on the calendar, and you can use the filters (see below) to control your view.  

CONFIGURING THE NEW CALENDAR Settings and options can be found in the Calendar and in Settings & Directories.  

FROM THE CALENDAR

Within the Calendar, use the Settings option icon in the top left. 

     Group Admin View                  Non-Group Admin View 

SELECT GROUP OPTIONS - only Group Administrators have access to this button. Select Group Options allows you to set the 

following options for the entire group: 

• time scale in min 
• start day at 
• end day at 
• default apt length 
• refresh interval 
• prevent double scheduling 
• warn before double scheduling 
• prevent double scheduling over block outs 
• prevent double booking 
• warn before double booking 
• prevent double booking of Medicare patient 
• warn before double booking a Medicare patient 
• only group admin may add/edit/delete block outs 
• show type color instead of status color 
• show weekends 
• hide cancelled appointments 
• hide rescheduled appointments 
• do not enter current patient in new event 
• show count of events in column 
• show scheduled clinicians only                                                                                                                                                                                             

SELECT MY OPTIONS  - this option allows each user to set up a portion of the calendar to his/her specifications.  

• time scale increments 
• start day at 
• end day at 
• default appt length 
• start on view 
• refresh interval 
• show weekends 
• hide cancelled appointments 
• hide rescheduled appointments 
• do not enter current patient new event 
• maximize calendar window 

SET UP CLINICIANS - Group Administrators can add a clinician to the calendar for scheduling.  

Users are not automatically assigned to the Calendar. To add them, group administrators should follow these instructions: 

1. Click on the Settings icon.

2. Click on ‘Set Up Clinicians’

3. Click on ‘Add Clinician’

4 In the popup window, fill in the required fields:

A. Name displayed should reflect the name of the location (if multiple locations).  Note: It is best NOT to add credentials because this can change and this may cause issues changing the name in the future. 

B. Click on the ‘Connect to this Clinician’ field to populate a list to select the provider. 

(Optional) Click the ‘Add New Group’ button to create the location as a group.   

C. In the popup window, type in the name of the location.  

D. Click the button to finish creation of the new group. 

E. Click the ‘Save’ button to save the new "name" on the calendar. 

Continue following the steps above until all providers are added to the calendar and assigned to groups if desired.

When you are done adding the providers, arrange the calendar so that the name of the providers line up (optional) by using the arrow icons to move the name of the clinician up or down.

After setting up clinicians in the Calendar, the providers will be able to see their schedules from the Quick Calendar by clicking the ‘Quick Calendar’ button. If a provider does not want to see the block outs or cancelled/Rescheduled Appointments they have the option to check the box to hide those selections. 

SET UP APPOINTMENT TYPES  - you can customize appointment types (categories) specific to your practice.  

Click on Add Appointment Type

Add Appointment Type Name, Default Length, and Type C