Scheduling

The Schedules tab is used to configure schedules for Office/Locations, In-Person Providers, and Groups. (Telemed/Virtual Providers are configured in the Employees tab. This will be consolidated in the future.)

Office Locations and Location Scheduling

The Schedules tab is divided into three sections 1) Offices 2) Providers 3) Groups.

Users are able to search by name or add a new office, provider or group within this section. Clicking on the office/provider/group name will direct the user to the scheduling screen where they can set the working hours (including opening and closing buffers), number of pre-booked slots per hour and add any schedule overrides (one time deviations from standard working hours) and closed dates (whole day closures). Toggling to a different day of the week will set the hours for that day of the week moving forward until the settings are updated or a schedule override or closed date is set. Group schedules are made up from the availability of the schedules of the locations and providers selected.

There is a 'General' sub-tab within each section where users are able to edit and turn on/off the:

• Slug

• Timezone

• Toggle active on/off

Offices

Schedules

General

For now, the 'Information to the patients' field is not configurable.

Providers and Providers Scheduling

Clicking on the provider name allows you to edit the provider's availability schedule.

Groups

Groups are collections of Providers and Offices/Locations. The group schedule will be a composite schedule for the Providers and Offices configured for that group.