Scheduler | Configuring Settings

Purpose

• Use this guide to learn how to configure and manage scheduler settings in your EMR software. You'll be able to set appointment types, manage business hours, adjust view settings, and track appointment changes.

Audience

• Admins
• Clinicians

Overview

• This guide covers how to configure:
  - Company Time
  - Appointment Types
  - Business Hours
  - View Options
  - Visit Status
  - Audit Logs

Steps

Company Time (Admins)

• Go to the Company Settings menu and select 'Company Time'.
• Set the Start and End time for appointments. These times will appear on the provider schedule.
• Check the box to allow providers to change appointment statuses, if desired.
• If unchecked, providers will not be able to edit the status of any appointments.

Company Time settings where Admin can set start and end time:

Setting provider permission to change appointment status:

 

Appointment Types

• Click 'Add Appointment Type' from the Company Settings menu.
• Enter a Name, Duration (in minutes), and choose a Color. These fields are required.
• Click Save to add the new appointment type. It will now appear in the type dropdown when scheduling.
• Appointment color and duration will be reflected on the provider’s calendar.
• Use the edit or trash icons to modify or delete appointment types as needed.

Add appointment type

Schedule for multiple providers on one screen:

Business Hours

• Open Company Settings and select 'Business Hours'.
• Choose a provider from the dropdown list.
• Set working hours for each day of the week individually.
• Click Save to apply your changes.

Admin: Set different business hours for a provider by weekday.

View Options

• Go to Settings > View Options.
• Check or uncheck the appointment columns (e.g., Time, Name, Status) to show or hide them.
• Only selected columns will be shown to providers and included in appointment exports.

Admin: Selecting which columns to show

Provider: View of selected columns

Visit Status

• Select 'Visit Status' under Company Settings.
• Click 'Add Visit Status' to create a new status. Enter a Name and select a Color.
• Use the edit or delete icons to modify or remove a status.
• Changes made by the Admin or provider will be reflected throughout the system — including scheduler views and appointment details.

Admin: Add visit status

Provider: Visit status view

Audit Logs

• Open 'Audit Logs' from Company Settings.
• View logs related to appointment creation, deletion, and status changes.
• Recent updates are automatically recorded in real time.

Appointment creation, delete, and edit activity:

 

Troubleshooting

• Ensure all required fields (name, color, duration) are filled when creating appointment types or statuses.
• If appointment colors or statuses aren’t showing, double-check your configuration and permissions.
• If providers can’t change statuses, make sure the Admin has enabled permissions in the Company Time settings.

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