Navigating the Appointment Calendar
This topic explains how to control what you see in the Appointment Calendar.
Selecting a Calendar View
The calendar has three different views. From the drop-down in the header, you can select:
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Day to see the calendar for multiple resources for a single day.
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Week to see the weekly calendar for a single resource.
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Week-Team to see the weekly calendar for multiple resources.
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Select Book View to see the daily calendar for multiple resources formatted as a list of time slots. Each time slot is indicated with a Start Time and Doctor name. For more information on Book View, see Using Book View in the Appointment Calendar.
Selecting a Date
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Click Today to open the calendar for today.
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To change the date, click the arrow buttons or click on the date to select from the popup calendar.
Selecting the Office
The Appointment Calendar automatically displays appointments for the office you are currently logged in to. To change the office, select one from the Office drop-down list.
Selecting Resources
In Day View:
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Click the
button and select Resource Settings to choose one or more resources. For more information, watchPrinting the Appointment Schedule Calendar Resource Settings [video]. -
Select the Show Inactive Resources check box to include appointments scheduled for inactive providers.
In Week View:
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Select a resource from the Resourcedrop-down list.
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To choose which resources are shown in the Resource drop-down list, click the
button and select Resource Settings
In Week-Team View:
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Click the
button and select Resource Settings to choose one or more resources. For more information, watch Calendar Resource Settings [video]. -
Select the Show Inactive Resources check box to include appointments scheduled for inactive providers.
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In the calendar header, you can indicate how many resources are shown for the week by clicking Options and entering the Max # of Resources to Display. If you select more resources than the maximum to display, an arrow icon displays in the upper right; click the arrow to scroll to the next set of resources. Resources display in the order selected.
In Book View:
- Click Filter and select a resource from the Resource drop-down list. You can also filter the calendar by Service Type and/or Appointment Status. For more information, go to Navigating Book View
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To choose which resources are shown in the Resource drop-down list, click the
button and select Resource Settings
Viewing Appointment and Patient Information
In Day or Week View:
- To display or hide the Appointment Calendar's color coding key, click Legend.
- To highlight time slots of the selected resource’s default exam duration, hover your mouse over the calendar.
- To view the appointment details, hover your mouse over an appointment .For information on what the appointment icons mean, go to Understanding Appointment Status and the Status Icons.
- Click an appointment to view and edit the patient information. For more information, go to Reviewing and Modifying Patient Information from the Appointment Calendar.
- Double-click an appointment to open it for editing.
In Book View:
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To view a summary of a patient's information, hover your mouse over their name.
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Click a patient's name to view and edit detailed patient information. For more information on the panel, go to Reviewing and Modifying Patient Information from the Appointment Calendar.
- To open the appointment for editing, click the Service Type .
With On-Hover Enabled:
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When you opt to use on-hover, as you hover over the calendar, gray shading displays indicating the default appointment start time and duration for the selected resource. The on-hover is based on the provider/staff member’s default exam minutes and changes dynamically depending on which resource you hover over.
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