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Flu Clinic: Calendar Setup

The content in this article is relevant to the OP Patient Portal, powered by InteliChart.

Overview

The information below will guide you through the setup, in OP, to allow flu clinic appointments to be scheduled or requested on the InteliChart Patient Portal.

To view the video instruction for setting up the Calendar for the flu clinic in OP, click

Modify the Calendar to Include Flu Clinic

The below instruction will add the Flu Clinic staff to a calendar. In addition, we will add the Appointment Zone, for the flu clinic, using Slots.

Add Flu Clinic Staff to the Calendar

  1. In the Clinical, Practice Management, or Billing tab, click the Schedule button.
  2. Select the Calendar View tab for which you will add staff or resources.
  3. Ensure that the Calendar radio button is selected so that you are viewing the Calendar Schedule window.
  4. Click the Schedule Properties button. The Schedule Properties for Highlighted Calendar window opens to the Staff/Resources tab indicating the Calendar tab and Resource selection. 
  5. From the Staff/rooms in specified location section of the window, select the staff added for the flu clinic.
  6. Drag that selection and drop it in the Staff/rooms on selected calendar section of the window.
  7. Click OK to save the properties

Add the Flu Clinic Zone

  1. In the Clinical, Practice Management, or Billing tab, click the Schedule button.
  2. Select the Calendar radio button in the top right of the window
  3. Click the tab where you added the flu clinic staff.
  4. Click the drop-down arrow located above the small calendar and select the flu clinic staff.

  1. Click the Day or Week button.
  2. Click the Slots button.
  3. Select an Appointment Zone from the drop-down menu.

  1. Double-click the Start Time slot and drag to the End Time slot.
  2. Repeat these steps for all of the days and times to complete the template.

Tip: You may copy a time slot and paste to other days on the calendar. For complete information on using Slots review, Creating a Schedule Using Slots.