Schedule - Custom Schedules

Transcript:
In this video we’re going to talk about custom “Schedules.” Custom schedules are a way to label and filter appointments in the schedule. They are helpful to distinguish between different disciplines or locations if you are a multi-disciplinary clinic or have multiple clinic locations. 

To use this feature, open the schedule. Double click in the schedule to create a new appointment. In the “Schedule” dropdown, select your option. For this example, I am selecting PT to help distinguish this session as a physical therapy appointment. Click “Save.” Whatever color was listed next to the schedule’s name in the dropdown list is the border for the appointment. This gives you a visual when looking at the schedule. 

​To filter the schedule by one or more schedules, click the “Filter by Schedule” field at the top of the page. Click one or more options from the dropdown to see only those appointments. To remove a schedule, click the X. If no schedules are added in this field, all appointments will be visible in the schedule, including ones that don’t have a specific schedule selected. 

Information for Clinical Administrators: Custom schedules can be created for the whole clinic in the admin panel. Users who have access can click “View Admin Panel” and click on the “Schedule” tab. Click the green “+ Add” button and type the schedule name in. Click the colorful square to select the border color which will represent this schedule.

​Please note, any events that are not given an “Event Type” will appear blue in the schedule, so having a blue border might blend in easily. Try to avoid using the same color for a schedule AND and an event type so that the border doesn’t blend in with the event type colors which fill in the appointment rectangle. Click “Save.” Make sure to refresh the page after creating the schedule in the Admin Panel before moving over to the schedule otherwise it will not appear right away.  
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