Table of Contents
Understanding the Schedule Tab
Understanding the schedules tab web and app
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Updated
by Niki Budd
Understanding the Schedule Tab - Web
Video Tutorial:
Step-By-Step Tutorial: Understanding the Views
- Select the Schedule tab from the left navigation
- Select the view you'd like to work out of; your view will be agenda-based or Calendar-based.
Note: The schedule tab is "sticky" meaning it will remain in the position you leave it in when you navigate away
Agenda View: ![]() | Calendar View: ![]() | |
Day: ![]() | ![]() | ![]() |
Week: ![]() | ![]() | ![]() |
Month: ![]() | ![]() | ![]() |
- To remove events from your schedule, click on the events checkmark
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- Select the providers you'd like to view
- If you've navigated away from the current date, you can quickly navigate back by selecting View Today
- If you'd like to reference quickly if an encounter has been updated or not, the agenda view will state the linked service below those that have a service linked to the encounter
Step-By-Step Tutorial: Adding an Event
- To Add an Event, select the general location on a calendar view and select Add Event
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- Select the appropriate Organization
- Input the Events details and assign the event to the right team
- Select OK
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Step-By-Step Tutorial: Adding an Encounter
- To add an Encounter, select the general area on the calendar view and select Add Encounter
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- Select the appropriate provider
- Select the patient
- Create the encounter as appropriate and select OK
Step-By-Step Tutorial: Editing Scheduled Encounters
- Navigate to your schedule tab on the left navigation.
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- Select the patient to navigate to the encounter
- Edit the details of the encounter accordingly
- Answers applicable Background Questions that are specific to your account
- Encounters that are created via Self Scheduling will automatically be marked as Non Problem Related. To associate a problem, uncheck Non-Problem Related
- Select + to add/associate a problem
- Select to add a new to create a new problem or link an existing to select from existing problems for this patient
- Select + to add performed services for the encounter
- Select the appropriate service
- Select + to add notes for the encounter
- Select + to add or link attachments
- Select Save to save the scheduled encounter
Scheduling an Event or Encounter via Schedule Tab - App
Video Tutorial:
Step-By-Step Tutorial:
- Select Schedule
- To add a new item select +
- Select to add either an event or encounter
- Input the necessary information for the item chosen and save
How did we do?
Scheduling Treatments via Schedules Tab
View/Edit Account Settings