Calendar Setup


Appointment Types
The information on the page will instruct you on how to create Visit Types used to schedule appointments.
Template Zones
Template Zones are the building blocks to creating Schedule Templates. Template Zones are used to block off times on the provider's schedule designated for specific appointments.
Create a New Schedule Tab
Learn how to create additional tabs at the bottom of the Schedule and Practice workflow window by following these steps.
Schedule Templates
Follow these quick and easy steps to create, extend, and reapply a Schedule Template to a week, month, or year.
Apply Multiple Templates & Multiple Locations
The instructions below will show you how to layer multiple schedule templates on a provider's schedule.
Copy Schedule Templates Between Providers
Do you have providers whose schedule templates are similar or exactly the same? Instead of doing double work, follow the steps below to copy a template from one provider to another.
Creating a Schedule Using Slots
Schedule Templates and Slots provide a framework for appointment scheduling by designating the times for seeing patients and what types of appointments are preferred throughout the day.
Zone Purpose
Version 14.19 Path: Practice Management tab > Appointments > Zone Purpose tab Overview The Zone Purpose tab in the Appointment Types and Zones window gives you the ability to define the purpose of their Appointment Zones. Entries in thi...
Add Staff/Resources to a Calendar View
Version 14.19 Overview In order to see providers, staff, or rooms/resources listed on the calendar for scheduling, they must be added in the Schedule Properties for Highlighted Calendar window. The steps below instruct users on how to set up y...
Set Calendar Display Preferences
Version 14.19 Overview After adding staff, providers, or rooms/resources to the calendar view, you can decide how the calendar will be displayed by setting Display Preferences. Set Calendar Display Preferences In the Clinical , Practice&nbs...
Getting Ready for Self-Scheduling
Version 20.4 Overview As you may have heard, the new OP Patient Portal based on the InteliChart platform will offer Live Scheduling options that you can control. Since we know that many practices build their schedule templates months ahead of ti...
Modify a Schedule Using Slots
Learn how to modify a Schedule Slot.
Schedule Settings
Settings can be applied to the Calendar Schedule window to determine what non-provider columns are displayed as well as how appointments are displayed.