Schedule Settings Options View

 

Select the Schedule tab.

 

Click Options in the bottom left-hand corner of the screen.

 

 

Selecting Staff - Click the check box next to every provider you may want to schedule for.
 

Increment - The default time increment the schedule will use to draw appointments. Valid times are 5, 6, 10, 15, 30 and 60 minutes. Any other value will be rounded to one of these times. 5-minute increments mean the appointment block will be large and easy to read but will cause more scrolling. 60 Minutes will make the schedule very small and it is easy to see all the appointments for a day, but every appointment is very small and could possibly hide important messages.

Columns - The default number of resources to show as columns in the Day view. More columns mean each appointment will be smaller to make room for another column. Based on your monitor size, adjusting this number can make working with multiple resources easier.

Time Zone - Select the time zone the schedule should work from. This is important if you have locations that span time zones and appointments could be created in either zone.

Visible Time - The start and end times the schedule will render for each day. This dictates what hours of the day will be visible on your schedule. For example, setting these times at 7:00 AM and 3:00 PM will only allow you to view that eight(8) hour block of time for each day.  You want these times to reflect the time you want to be able to schedule and view appointments(yours or others), not necessarily your own scheduled work day.

Show Names - Allows the schedule to render appointments with or without client names. If the schedule could be seen by clients (such as a computer monitor in an exam room), it is strongly recommended that you turn this feature off.

Show Errors - Checking this box will make errored-out appointments visible on your schedule.

 

Always click Save & Close if you made any changes to these settings.


 

All Staff Temp Access

This varies depending on staff settings/permissions.

For those with the appropriate permissions, clicking All Staff Temp Access will show all staff at the agency. You'll need to close that screen and reopen it to revert back to the original list.

 

 

 


 

 


 

Written By Amanda Griffin (Super Administrator)

Updated at February 14th, 2025


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