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- Click and drag in the time slot as you would to create a patient appointment
- Verify Time and Duration of appointment
- Choose Appointment Type
- Add Notes (if desired) - NOTE: If you add notes, the Clear Schedule option will not work. Clear schedule only removes "blank" appointments.
- Check off Staff Scheduling Entry if your staff should not be able to interact with the appointment in the scheduler (edit/delete)
- Check Split Into Multiple Appointments if you would like this block to be divided into multiple blocks
- Choose duration of those multiple blocks if Split Into Multiple Appointments is checked
- Click Save to create this appointment
- Enter Staff Initials, if prompted
- Continue to create recurring appointments for the entire week
- After all appointments are created, click Apply to Date Range
- Enter Date Range
- After completion, you will receive an Apply completed alert. Click OK
- Click Save to exit the setup window window
Note: Each time you click Apply to Date Range, all appointments displayed will be added, even if they are already in the scheduler. Make sure you remove items you do not want applied before adding new items to apply.
Note: If you are applying the schedule to a significant period of time (
Tip: If your doctors work different schedules each week, create one schedule, apply to appropriate weeks (each week individually) for a number of weeks, remove/edit the appointments in the recurring schedule window, create new appointments, apply to other weeks.
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