Practices can customise scheduler blocks and scheduler views through practice settings based on their preferences. This setup will impact how the scheduler slots will look when the user navigates through different views in the Scheduler. With the Scheduler settings, practices can customise the scheduler to meet specific needs and ensure efficient and effective appointment management. Let's have a quick run-through on Scheduler Settings.
Watch this video for a step-by-step explanation.
Topics Covered
Configure General Settings
To configure scheduler settings, perform the steps below.
Navigate to the System Menu > select Practice Settings > Scheduler > Scheduler Settings.
Click Edit on the top right of General Settings.
Under General Settings, you can configure the following settings:
- Default Slot Duration: Set the default slot duration as 5, 10, or 15 minutes.
- Enable Cancelling Reason: A practice or a provider can enable or disable the ability to provide a cancelling reason.
- When booking appointments, use: Duration of selected slots or the Duration set for the production type.
- When blocking appointment slots, show: Whether to display block notes First or Provider & Duration first.
- Click Save.
Customise Scheduler Views
Perform the steps below to customise scheduler views.
- Click Edit on the Customization of Scheduler Views section.
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You can independently customise the Scheduler Block Elements and Colours for both Patient View and Limited View.
- Select the intended Scheduler View to proceed.
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Configure the following settings.
- Appointment Slot Colour: Choose the Slot Colour from the Appointment Slot Colour dropdown.
- Appointment Left Margin Colour: Choose the Left Margin Colour from the Appointment Left Margin Colour dropdown.
- Appointment Border Colour: Choose the Scheduler Block Border Colour from the Appointment Border Colour dropdown.
To customise the appointment card:
- Drag and drop elements from the Scheduler Block Elements section to the Scheduler Block Preview section on the right.
- You can reorder elements within the card by dragging and dropping them within the preview block.
| Tip: Based on your preference, you can choose to display patient's First Name, First & Last Name with Patient ID, or Full Name with Patient ID (including Middle Name, Suffix, and Prefix) on the appointment card. The patient name layout that you choose here will be reflected in the Scheduler and the Scheduler Printout. |
Result
- The configured patient name layout will be displayed on the scheduler as shown below.
- The configured patient name layout will also be displayed on the routing slip printout.
Note: The Scheduler Block Elements that is added to the preview of the appointment slot has a Delete icon while the element that should be added has a Drag icon. The element that is added can be deleted if it is not required and added back with the drag based on the need. |
- Once you are done, click Save.
Utilise this simple guide to learn about configuring Scheduler Settings to customise the Scheduler's appearance as suited to your practice's requirements.