Articles
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
The article explains the purpose of the Zone Purpose tab in the Appointment Types and Zones window, allowing the definition of appointment zones for specific purposes, which are displayed as suggestions for booking appointments but not strictly enforced by the system.
Add Staff/Resources to a Calendar View
Learn how to set up your Calendar views so that the necessary columns are displayed.
Set Calendar Display Preferences
The article explains how to set calendar display preferences for staff or resources in the Calendar Schedule window, including the number of columns, time units, line height, and appointment font.
Getting Ready for Self-Scheduling
The article covers Live Scheduling options in the OP Patient Portal, including staff control, patient requests, and planning considerations.
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.
Applying Schedule Templates - Overview - Quick Tip Video
This OP Quick Tip video shows you an overview of applying schedule templates in OP.
Applying Schedule Templates - Apply To/Reapply To - Quick Tip Video
This OP Quick Tip video shows you the basics of applying schedule templates in OP.
Applying Schedule Templates - Leap Year - Quick Tip Video
This OP Quick Tip video shows you how to apply leap year schedule templates in OP.