Schedule Overview Viewing Provider Schedules The Schedule screen displays calendars by configured scheduling resource. A resource can be associated with a provider, but the Provider record and scheduling resource are separate records in Phoenix. Open the Schedule Choose schedules to display Use View Resources above the grid to choose the configured resources you want to…
Schedule Overview Navigating Dates The Schedule screen provides several ways to move to the date you need. Always verify the date heading before viewing or changing appointments. Move through the calendar Use the left and right arrow buttons above the schedule grid to move backward or forward from the displayed date. Select a date from…
Schedule Overview Understanding Schedule Views The Schedule screen combines a calendar view with resource and grouping controls. Review these settings before interpreting the appointment grid. Main schedule controls Available choices can vary with the practice’s configuration and resource setup. Read the day view In Day View, time moves down the grid. The resource selection determines…
Schedule Overview Opening the Scheduler Use the Schedule screen to view appointments by date and resource. Open the Schedule The schedule displays a dated time grid, resource controls, navigation calendars, and a Today button. Confirm the schedule context The available resources depend on the practice’s scheduling configuration. If the schedule appears empty Confirm the displayed…