Configure Scheduling
The Appointment Book is a powerful scheduling tool that is fast, easy to use, and provides pediatric-specific features that help your practice master its schedule.
How do you mark a doctor as off for today, and where do I enter their vacation days? How do you change their well visits to 15 minutes? Can you limit scheduling permissions for certain users? How do you update your practice's calendar, or a single clinician's calendar, with hours that are appropriate for the season? Can you open up the calendar month by month?
Watch the videos and read the articles below to learn how to configure the Appointment Book for you practice.
Training Videos
-
Appointment Book: User Accounts and Visit Reason Configuration Video
Learn how to specify who can schedule and configure your schedule, which providers are schedulable, and set up visit reasons for your practice. -
Appointment Book: Provider Hours and the Calendar Video
Learn how to create templates of hours and visit types and then "open up your calendar" by assigning templates, entering vacations, and managing your practice's calendar.
Learn More
-
Configure the Appointment Book
Learn how to configure your schedule, turn on Appointment Book permissions, define visit reasons, adjust your practice's calendar and each provider's hours, enter vacation days, and more. - Partner Scheduling Configuration
If you use PCC's older, SAM scheduling system, these articles will help you set up and configure your schedule.
-
Review and Place Schedule Blocks in the SAM Partner Scheduler
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. -
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. -
Assign Profiles to Specific Dates for Partner’s SAM Scheduler (scrod)
If you use the Partner SAM scheduling system, you can use thescrodprogram to indicate when providers have hours.scrodis a calendar on which you schedule when a provider works their regular hours, other profile, "strange hours," or is off. -
Partner SAM Scheduler Configuration Overview
Partner's scheduler can manage the diverse and complicated scheduling needs of dozens of clinicians. -
Partner SAM Configuration Editor Options
The Configuration Editor (ced) contains sets of questions that control how Partner programs function.cedis the control panel for Partner, setting preferences for each program as well as configuration options for insurance claims and practice information. -
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.
-