Understanding the Schedule Tab - Web

Video Tutorial:

Step-By-Step Tutorial: Understanding the Views

1. Select the Schedule tab from the left navigation
    

2. Select the view you'd like to work out of; your view will be agenda-based or Calendar-based.

	Agenda View:	Calendar View:
Day:
Week:
Month:

3. To remove events from your schedule, click on the events checkmark
    

4. Select the providers you'd like to view
    

5. If you've navigated away from the current date, you can quickly navigate back by selecting View Today
    

6. 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

1. To Add an Event, select the general location on a calendar view and select Add Event
    

2. Select the appropriate Organization
    

3. Input the Events details and assign the event to the right team
    

4. Select OK
    

Step-By-Step Tutorial: Adding an Encounter

1. To add an Encounter, select the general area on the calendar view and select Add Encounter
    

2. Select the appropriate provider
    

3. Select the patient
    

4. Create the encounter as appropriate and select OK
    

Step-By-Step Tutorial: Editing Scheduled Encounters

1. Navigate to your schedule tab on the left navigation.
    

2. Select the patient to navigate to the encounter
    

3. Edit the details of the encounter accordingly
    

4. Answers applicable Background Questions that are specific to your account
    

5. Encounters that are created via Self Scheduling will automatically be marked as Non Problem Related. To associate a problem, uncheck Non-Problem Related
    

6. Select + to add/associate a problem
    

7. Select to add a new to create a new problem or link an existing to select from existing problems for this patient
    

8. Select + to add performed services for the encounter
    

9. Select the appropriate service
    

10. Select + to add notes for the encounter
     

11. Select + to add or link attachments
     

12. Select Save to save the scheduled encounter
     

Scheduling an Event or Encounter via Schedule Tab - App

Video Tutorial:

Step-By-Step Tutorial:

1. Select Schedule
    

2. To add a new item select +
    

3. Select to add either an event or encounter
    

4. Input the necessary information for the item chosen and save