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  3. Scheduler

Scheduler

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  • Explore the Patient Tracker Compressed View
  • Utilise the Patient Tracker Expanded View & Configure Audio Notifications
  • Set Up Holidays on the Scheduler
  • Configure Account and Location Specific Working Hours on the Scheduler
  • Overview of Appointments List (All Patients)
  • 'Check Out' Patient Appointments
  • Front Office Dashboard: Performance, Planner, Huddle, and Production Goals
  • Front Office Dashboard: Daily Metrics
  • Front Office Dashboard: Manage Appointments and Print Day Sheet
  • Print or Customise Routing Slips
  • Add and Manage Facilities in CareStack
  • Utilise Double Booking Feature
  • Overview of Patient's Appointments
  • Set Up Referral Letters in Practice Settings
  • Create and Assign Appointment Flags
  • Configure Scheduler Settings
  • A Detailed Overview of the Scheduler
  • Effectively Convert, Move & Reschedule Appointments with Clipboard
  • Explore the Compressed View in Scheduler
  • Check and Manage Provider Availability in Production Calendar
  • Configure Production Setup in Production Calendar
  • All About Hover Details for Scheduled Appointments
  • View and Schedule a Patient's Recall
  • Front Office Dashboard: Top & Left Panel
  • Manage Recalls of All Patients via Recalls List
  • Manage and Access the Clinical Summary
  • Utilise the Compact View on the Scheduler
  • Book an Appointment for a New Patient
  • Access & Change the Appointment Status
  • Create Custom Filters

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