Version 14.19

Path: Practice Management tab > Appointments > Schedule Tabs tab

Overview

Learn how to create additional Schedule Tabs at the top of the Calendar Schedule/Tracking Schedule window by following these steps. By adding additional tabs, users can have separate, yet specific views of the calendar.

Create a New Schedule Tab

1. Navigate to the Appointment Type and Zones window: Practice Management tab > Appointments.
2. Click the Schedule Tabs tab.
3. If not already checked, select the checkbox to Use schedule tabs.
4. Click the Add button and add the information explained in the table below. 

1. Click the Save button  to save your new tab.

Version 14.10

Utilities > Manage Practice > Appointment Preferences

Overview

Learn how to create additional tabs at the bottom of the Schedule and Practice workflow window by following these steps. Additional tabs is a way to have multiple but separate schedules views on the calendar.  

Creating Schedule Tabs

1. Click the Utilities button on the menu toolbar.
2. Select Manage Practice.
3. Select Appointment Preferences.
4. Click the Schedule Tabs tab.
5. Select the checkbox that states, Use schedule tabs to see the tabs at the bottom of the Schedule and Practice Workflow window.
6. Click on the Insert Record button and add the following.  After you have completed the line, click on the Post Edit button to save. Exit by clicking the Exit button in the upper right-hand corner of your form.