Scheduler Tips

Reschedule

Move the Appointment

  1. Left-click and hold the mouse button down on the desired appointment.
  2. Drag the appointment to a new slot and release the mouse button (drop).
Cut/Paste
  1. Right-click an appointment and select Cut.
  2. Right-click a new time slot.
  3. Select Paste.
Reschedule
  1. Right-click an appointment and select Reschedule.
  2. Complete the desired fields.

Appointment Status

Toolbar Icons
  1. Select (left-click) an appointment.
  2. Click icon for desired appointment status on toolbar.
Menu
  1. Select (left-click) an appointment.
  2. Click Appt Status on the menu bar.
  3. Choose desired appointment status ( Confirmed, Unconfirmed, Left Message).
Right-Click
  1. Right-click appointment.
  2. Select desired appointment status ( Confirmed, Unconfirmed, Left Message).

Call List

  1. From the Scheduler menu, select Call List.
  2. Design date, provider and duration.
  3. Click Search.
  4. Double-click the desired entry or click the desired entry and click the Reschedule button.

Find Appointment

  1. From the Scheduler menu, select Find Appt.
  2. Set search criteria.
  3. Click Search.

Short Notice

  1. From the Scheduler menu, select Short Notice.
  2. Design date, provider, duration and short notice days.
  3. Click Search.
  4. Double-click the desired entry or click the desired entry and click the Reschedule button.

View Provider Calendar

From the Scheduler menu, select View Provider Calendar.