Configure SAM Scheduling in Partner

If your practice uses the text-based Partner SAM program, you can use the Table Editor (ted), Provider Profile Machine (profile), and Provider’s Work Calendar (scrod), along with blocking programs to make the PCC scheduler meet your scheduling needs.

For information on Configuring the PCC EHR Appointment book, read Configure the Appointment Book.

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  • Review and Edit Partner SAM Scheduling Tables

    Partner contains a list of providers, visit reasons, and time profiles that the scheduler uses when making appointments. An important step to scheduling configuration is making sure that each of these lists has the correct items.
  • Create Partner Schedule Profiles for Each Provider (profile)

    If your practice uses Partner's SAM scheduler, use the Provider Profile Machine (profile) to set the work hours for each provider.
  • Partner SAM Configuration Editor Options

    The Configuration Editor (ced) contains sets of questions that control how Partner programs function. ced is the control panel for Partner, setting preferences for each program as well as configuration options for insurance claims and practice information.
  • UpdateScheduleTables
  • Work with SAM Schedule Blocks
    • Edit and Manage Block Template Files

      The Consistent Sick Call Blocker (cscb) is the most commonly used tool for placing blocks. It takes a list of blocks and places them for the dates you enter. Before you run cscb, you should review and revise the template file that contains the list of what blocks will be placed. First you edit the file that describes the blocks, then you run cscb to place those blocks.
    • Evaluate Your Schedule Blocking Needs

      To add effective blocks to your schedule, you need to understand your blocking needs. Partner has several different tools for manipulating blocks. Once you have decided how you want your providers' schedules blocked, you can choose the block types and blocking programs that best suit your needs.
    • Review and Place Scheduling Blocks

      Most medical offices schedule appointments weeks or months in advance. As a result, providers may be booked solid for weeks ahead of time. While keeping providers busy is vital, it is important to leave some time available in a provider's day.
    • Place Schedule Blocks (addblock)

      The addblock program adds single blocks to your schedule. Is a provider going to be out of the office for an important meeting? Enter the date and time into addblock to block scheduling at that time. You can also review existing blocks, read block notes, and remove blocks from within addblock.
    • Place Scheduling Blocks: CSCB

      Editing the list of blocks in the template files has no effect on your schedule. You must run the Consistent Sick Call Blocker (cscb) to put the templates in place, creating the blocks.
    • Place Schedule Blocks: ESCB

      Using escb, you can handpick times you want blocked for each week. Enter a date, a time frame, and the provider's name, and escb will block that time for you. This is convenient for offices whose blocking times change quite often, because escb allows you to personalize the blocking schedules on a daily basis.
    • Remove Partner SAM Scheduling Blocks

      If you are trying to schedule for a busy day next week, you may decide to remove some of the upcoming sick blocks early. If a previously scheduled meeting is canceled, you may want to remove a block that was placed to prevent scheduling during the meeting. How do you remove scheduling blocks?
    • The Standard Sick Call Blocker

      The Standard Sick Call Blocker, or SSCB, is the original sick call blocker designed for sam. The SSCB automatically places blocks for you, and it can vary the amount of sick call time to block based on the number of doctors scheduled to work on any given day. Once configured, Partner makes sure your providers' schedules are adequately blocked several months ahead of time.
    • Create and Configure Block Types

      Before modifying your blocks, you should make sure your block types are set up correctly. To do this, you will use the Table Editor (ted) and the Configuration Editor (ced). If you are not familiar with these tools then you should refer to your office's system administrator or contact PCC for assistance.