The calendar is an indispensable tool that may be used for viewing the schedule, creating filtered calendar views, selecting resources, scheduling appointments and selecting appointment options. Users can also easily reschedule appointments in the calendar by using the convenient drag-and-drop feature.
- Navigate to the calendar by hovering cursor over Schedule and Calendar, and selecting the day, week or month view.
- Clicking on Day View displays the daily schedule for all providers.
- Click the right and left arrows to move from one day to the next, or click on the date that is currently displayed to view the calendar.
- Click Calendar Resources and select individual resources, or click Select All to choose all resources for a given location.
- Select a specific appointment type from the dropdown box to filter the appointments viewed.
- Easily switch between day, week and month views by clicking these options.
- Click the desired time to display the appointment box and schedule an appointment at that time.
- For more information about scheduling appointments, view the training document, Schedule an Appointment: Basic.
- Click the patient's name to view more information about that patient and to make changes to the appointment as desired.
- To reschedule an appointment, drag and drop the patient name from one appointment time to another or from one resource to another.
- The user may also drag and drop the patient's name to the clipboard to then move the appointment to a resource that is not displayed on the current view, or to change the day and/or time of the appointment.
- Note: Only one patient may be added to the clipboard at a time.
- Then, simply find the desired day and time or resource for the appointment, and drag and drop the patient name from the clipboard to your selection.
Last Update: 3/26/25
