The Scheduling Grid

You can view, schedule and change Appointments in the Scheduling module on the Scheduling GridScheduling Grid.

The Grid is laid out like a calendar with rows labeled with increments of time and columns typically labeled with RoomsRefers to rooms used for scheduling appointments. Those rooms are typically Operating Rooms, Procedure Rooms, or P.A.T. and Recovery Rooms. your facility uses for scheduling appointments.  Appointments and TemplatesBlocks of time on the Scheduling Grid reserved for a specific surgeon or physician group or for a specific procedure type. for the current Business EntityA Business Entity (BE) typically represents a unit of business within a given database. The business can be an Ambulatory Surgery Center (ASC), a physician's practice, an Anesthesia Billing unit, etc. Whether or not a BE is related to another BE within the same database is simply based on the business relationship between the two entities. They can be an ASC/Practice Management combination or an ASC/Anesthesia Billing combination, for example. BEs, whether related or not, typically have separate Federal Tax ID numbers. display on the Scheduling Grid, but you can choose to display Appointments and Templates for other entities within the same Business GroupA grouping of Business Entities that are "in business" with each other. These entities are usually owned by the same parent company or corporation. However, in some cases, they are separately owned, but they agree to share certain data across the Business Entities, so users do not need to continually re-enter patient data. using filters available within the module. You can place the cursor over an Appointment to reveal a hover windowhover window that shows more detail about the Appointment.

Your facility must set up ViewsA View (also called a perspective) is a way for Business Entities to choose how appointment information is shown on the Scheduling Grid. Your organization can define as many Views of the Scheduling Grid as needed to accommodate the requirements and preferences of various users. When you set up a new View, you can specify the increments of time shown in the rows of the Grid. You can set up the columns to show any combination of Providers, Rooms and Equipment. (at least one) of the Scheduling Grid in order to begin scheduling appointments. Columns are typically labeled by room such as OR 1, OR 2 or Endo/GI Room, but can be set up according to any scheduling resource (rooms, providers, or equipment). Views can be set up with different room configurations or with different time increments.  For example, you may schedule appointments in your operating rooms in 15 minute increments but prefer to schedule procedures in your Endo/GI room in 20 minute increments.  You can set up views that are specific to the room type, so the appointments are managed based on the time increments. 

Video Demo

Click the following link to view a video tour of the Scheduling Grid. The video demonstrates how the features of the grid work, navigating the grid and filtering the appointments that display on the grid.

Navigating the Scheduling Grid

Tools for navigating the Schedule are located on the menu barmenu bar at the top of the Grid.

 

Filtering the Appointments that display on the Scheduling Grid

Tools for filtering the types of Appointments that show on the Grid are located on the menu barmenu bar at the top of the Grid.

 

 

 

 

 

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