This article is part of the systems administration guide. You will require administration access to view the pages mentioned in this article.
Now, we need to create and activate providers for the calendar. Once the Provider has been created, you need to make sure they are active for appointments.
- Click Administration.
- Select Users and Groups from menu.
- Select Staff Members sub-menu.
- Locate the provider you want to setup appointment sessions and select the Show button.
- The Provider details will display.
- Select the Edit button.
- Scroll down to Calendar section and complete fields using the table below as a reference.
- Select the Update Staff Member button.
Field Name | Description | Example |
Schedule Appointments (check box) | Select TRUE to Indicate that you wish to schedule appointments for the provider. | TRUE |
Default Appointment Duration | ||
Initials | Initials to appear in the appointment Calendar to identify the provider (can be full name). The order providers appear in the calendar view will be arranged by Initials (ascending 1-999, A-Z) | John Smith JS |
Calendar Views (check box) | A Provider can appear in one or more calendar views. Calendar views allow grouping of providers (or locations) into one screen in the appointment calendar. | Doctors = Yes Nurses = No |
