The Calendar feature is used daily to schedule appointments, check provider time-tables, and manage the practice workload.
This article provides a quick overview of the calendar functionality.
In this article you'll learn about:
The calendar is located in a Calendar tab. When viewing the current date, the current time of day is identified by the red line.
Mini Calendar
The Mini Calendar is located in the top left corner.
If it is not displaying, click the arrow to expand the sidebar to show the mini calendar.
Click the arrow again to hide it.
The mini calendar allows you to choose the date to display in the calendar. You can use the arrows to switch between months or click the year to choose another year from the pull-down menu. Clicking another date will take you to this date of the month.
Note: the calendar doesn't automatically switch back to today. In order to return to today click the button with today's date.
Another way to switch the date is to click an arrow near the date that is shown on the calendar.
You will be able to switch the date by following the same logic as in the mini calendar.
Columns
By default, the calendar displays all practitioners and users in the practice in separate columns.
At the top you will see the practitioner's name, role, and the department they belong to.
If there are more columns than fit on the screen, use the slider to see the rest of the columns.
White time slots mean that the time slot is within the range of working hours for the practitioner and is available for booking.
Grey time slot indicates that the time is either already booked or outside of the range for the practitioner's working hours.
Column Sets
To see the calendar for a specific set of staff, you can create your own column set. Column sets are a custom set of staff columns for displaying on the calendar.
You can add a new Column set by clicking All Columns -> Add New.
Name the column set by clicking the Edit icon.
After that select the staff you would like included in the column set and click Save & Close.
The new column set will be added to the list. To open it, go to All Columns -> choose the new column set.
The columns will appear in the calendar as configured.
You can also edit the name of the columns set after saving it. Go to All Columns -> click the Edit icon.
You can also search for particular column sets with the help of the search bar.
You can navigate between various EHR tabs without losing the last column set selection. Upon returning to the Calendar from any other EHR tab, you'll get back to the specific custom column set you've previously selected, to pick up right where you left off.
Other Features
Other icons in the calendar include:
1. Adding an appointment
2. Adding a time block
For more information, please see the following article: