6:19 minIntermediateSchedulerThis video will cover how to block time off in your scheduler and search blocked time off for Perfect Day booking in version 5.1 Blocking time off in your scheduler Searching time off for Perfect Day booking Viewing time off blocks by producer This feature was introduced in version…
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version 5.1+ Hide inactive producers from your Work Schedule and Producer setup windows to reduce clutter and simplify your task. Visit the Scheduler Module. Select the Paper and Pencil Settings icon in the upper right of this module. Select Producers to access Producer Setup. At the top of the new…
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version 5.1+ The process of finding Time Off entries which prevents you from making changes to the Scheduler on a specific day has been simplified dramatically. You can now visit the date in question on the Scheduler and quickly produce all relevant Time Off entries for each producer. Open the…
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version 5.1+ Replacing Producers with new team members has typically been a lengthy process in the past. This new utility will reduce this process into a couple of simple clicks.Before proceeding: First, you should create the new producer code in the Maintenance Manager and have them ready for Scheduler/chair setup.…
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version 5.1+ The new Work Scheduler report utility was created to help you establish finer control over your producer's work schedules. This utility will allow you to review the work entries for the given date range, gathering all producer work schedule information in one convenient, easy to read report. Visit…
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version 5.1+ The Find Appts option resides within the Search Blocked Off Report, added in version 5.1. Find Appts will aide you in searching for specific appointments such as planned appointments, appointments with a Reschedule type, or those with selections such as "Lab", "Short Notice" and other tick box options…
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If your office likes to use the "Perfect Day" booking practice, this new report will help you navigate this booking method much more efficiently. A brief description of this concept, just to be clear: The Perfect Day booking method involves "Blocking off" time slots throughout each day which are dedicated…
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This article will guide you through the steps of add producer time-off. Open up the Scheduler Head over to the Scheduler icons located on right, and click on Scheduler Setup Select Producer Work Schedule Start by selecting the Producer from the dropdown To begin adding time off, go to the…
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This article follows "Chair Setup". These next steps will guide you through how to set up producer hours and add them onto the Scheduler. Open up the Scheduler Head over to the Scheduler icons located on right, and click on Scheduler Setup In the Scheduler Options, select the Producer Setup…
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This article follows "Adding a Producer". These next steps will guide you through how to add a chair. Please check out "Setting Producer Hours" once this article is complete First, open up the Scheduler Head over to the scheduler icons located on right, and click on Scheduler Setup Select the…
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