Selecting a View

To select a View to display appointments on the Scheduling Grid:

  1. Open the Scheduling module.
  2. From the Sheet BarSheet Bar, expand the View menu. The default View for the Business Entity is listed in bold on the View menu.

  3. Click the View to open a listlist of all 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. that have been set up for your 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..

  4. From this list, click a View to display it on the Scheduling Grid. Unless this View is set as your personal default or the facility default, this View will not automatically display the next time the module is opened.

 

Related Topics

  1. About Views
  2. Setting up a View

 

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