Schedule Tabs

Version 14.19
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. 
FieldDescription
Tab Name    Enter the name of the tab as you would like it to appear in the schedule.
Description Enter a brief description stating the tab's intended use.
User-Spec? If checked, individual users can customize this tab. This checkbox should not be selected for tabs, such as Office View, where changes to the properties should not be made.
LocationIf a multi-location practice, choose the location where this schedule tab should be seen. If single location, this may be left blank.      
ArchivedIf checked, the respective tab will not appear on the Calendar. 
SortDetermines the order of the schedule tabs (from left to right) when multiple tabs are created. To default a particular tab to be shown when you open the schedule, position it with a sort of 1.

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. 
FieldDescription
Tab Name    Enter the name of the tab as you would like it to appear in the schedule.
Description Enter a brief description stating the tab's intended use.
User-Spec? If checked, individual users can customize this tab. This checkbox should not be selected for tabs, such as Office View, where changes to the properties should not be made.
LocationIf a multi-location practice, choose the location where this schedule tab should be seen. If single location, this may be left blank.      
ArchivedIf checked, the respective tab will not appear on the Calendar. 
SortDetermines the order of the schedule tabs (from left to right) when multiple tabs are created. To default a particular tab to be shown when you open the schedule, position it with a sort of 1.