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Schedule Properties for Highlighted Calendar

Version 14.19

About Schedule Properties for Highlighted Calendar

Path: Clinical tab > Schedule button > Calendar radio button > Settings (Gear button)
Path: Practice Management tab > Schedule button > Calendar radio button > Settings (Gear button)
Path: Billing tab > Schedule button > Calendar radio button > Settings (Gear button)

The Schedule and Practice Workflow calendar can be customized to meet the needs of the practice. The Schedule Properties for the Highlighted Calendar window determines how the Schedule and Practice Workflow Calendar is viewed in the selected calendar tab (My View, Office View, etc). For multi-location practices, all property setup applies only to the calendar for the practice location as selected in the upper left hand corner of the calendar window.

Staff/Resources Tab Map

The Staff/Resources tab organizes how the resources on each calendar tab is viewed.


Number

SectionDescription

1

Room ViewThe Room View displays the rooms that appear on the selected calendar view tab. The values that appear on the calendar are located in the Staff/rooms on selected calendar column.

2

Staff ViewStaff View displays the staff that will appear on the selected calendar view tab. The values that appear on the calendar are located in the Staff/rooms on selected calendar column.

3

Staff/rooms in specified locationThe Staff/Rooms in Specified Location displays the complete list of staff and rooms.

4

Staff/rooms on selected calendarThe Staff/Rooms on Selected Calendar displays the staff and rooms that appear on the selected calendar tab. Staff and rooms can be added, removed, and reorganized in this column.

5

Organize buttonsThe organize buttons move and remove the staff/rooms in the Staff/rooms on selected calendar column.

6

Reset buttonThe Reset button restores the properties for the selected calendar to the default settings (described below). All additions, removals, and arrangements are removed if they were not set as the default list. The reset applies to both Staff/Resources and Display Preferences tabs.

7

Save as Default buttonThe Save as Default button saves the current entries in both the Staff/Resource and Display Preferences tabs.

8

OK buttonThe OK button saves the changes and closes the window.

9

Cancel buttonThe Cancel button closes the window without saving any changes.

Display Preferences Tab Map

The Display Preferences tab configures how the calendar is displayed.

Number

SectionDescription

1

Number of columnsThe Number of columns field sets the number of columns to display on the Calendar window.

2

Time UnitsThe Time Units field sets the duration for the scheduled appointments.

3

Line HeightThe Line Height field sets the number of appointment lines to display in the Calendar view.

4

Appointment FontThe Appointment font field sets the preferred font size of appointment lines in the calendar view.

5

Non-Prime Time (before/after hours)The Non-Prime Time field sets the earliest and latest time the Calendar view can be opened for the scheduled appointments.

6

Prime Time (public office hours)The Prime Time field sets the start and end time of the office hours of operation.

7

Calendar SampleThe Calendar Sample displays how the calendar is viewed based upon the selections made in the Display Preferences tab.

8

Reset buttonThe Reset button restores the properties for the selected calendar to the default settings (described below). All additions, removals, and arrangements are removed if they were not set as the default list. The reset applies to both Staff/Resources and Display Preferences tabs.

9

Save as Default buttonThe Save as Default button saves the current entries in both the Staff/Resource and Display Preferences tabs.

10

OK buttonThe OK button saves the changes and closes the window.

11

Cancel buttonThe Cancel button closes the window.
Version 14.10

About Schedule Properties for Highlighted Calendar

Path: Smart Toolbar > Schedule button (F7) > Calendar tab > Schedule Properties button

The Schedule and Practice Workflow calendar can be customized to meet the needs of the practice. The Schedule Properties for the Highlighted Calendar window determines how the Schedule and Practice Workflow Calendar is viewed in the selected calendar tab (My View, Office View, etc). For multi-location practices, all property setup applies only to the calendar for the practice location as selected in the upper left hand corner of the calendar window.

Staff/Resources Tab Map

The Staff/Resources tab organizes how the resources on each calendar tab is viewed.

Number

SectionDescription

1

Room ViewThe Room View displays the rooms that appear on the selected calendar view tab. The values that appear on the calendar are located in the Staff/rooms on selected calendar column.

2

Staff ViewStaff View displays the staff that will appear on the selected calendar view tab. The values that appear on the calendar are located in the Staff/rooms on selected calendar column.

3

Staff/rooms in specified locationThe Staff/Rooms in Specified Location displays the complete list of staff and rooms.

4

Staff/rooms on selected calendarThe Staff/Rooms on Selected Calendar displays the staff and rooms that appear on the selected calendar tab. Staff and rooms can be added, removed, and reorganized in this column.

5

Organize buttonsThe organize buttons move and remove the staff/rooms in the Staff/rooms on selected calendar column.

6

Reset buttonThe Reset button restores the properties for the selected calendar to the default settings (described below). All additions, removals, and arrangements are removed if they were not set as the default list. The reset applies to both Staff/Resources and Display Preferences tabs.

7

Save as Default buttonThe Save as Default button saves the current entries in both the Staff/Resource and Display Preferences tabs.

8

OK buttonThe OK button saves the changes and closes the window.

9

Cancel buttonThe Cancel button closes the window without saving any changes.

Display Preferences Tab Map

The Display Preferences tab configures how the calendar is displayed.

Number

SectionDescription

1

Number of columnsThe Number of columns field sets the number of columns to display on the Calendar window.

2

Time UnitsThe Time Units field sets the duration for the scheduled appointments.

3

Line HeightThe Line Height field sets the number of appointment lines to display in the Calendar view.

4

Appointment FontThe Appointment font field sets the preferred font size of appointment lines in the calendar view.

5

Non-Prime Time (before/after hours)The Non-Prime Time field sets the earliest and latest time the Calendar view can be opened for the scheduled appointments.

6

Prime Time (public office hours)The Prime Time field sets the start and end time of the office hours of operation.

7

Calendar SampleThe Calendar Sample displays how the calendar is viewed based upon the selections made in the Display Preferences tab.

8

Reset buttonThe Reset button restores the properties for the selected calendar to the default settings (described below). All additions, removals, and arrangements are removed if they were not set as the default list. The reset applies to both Staff/Resources and Display Preferences tabs.

9

Save as Default buttonThe Save as Default button saves the current entries in both the Staff/Resource and Display Preferences tabs.

10

OK buttonThe OK button saves the changes and closes the window.

11

Cancel buttonThe Cancel button closes the window.