Create a Scheduling Group

Overview

Before you begin

• You need access to Config > Scheduling.
• You should know which appointment type groups you want to use for new and established visits.
• You should know which appointment resource group you want to use.

Steps

1. Click Config.
2. Click Scheduling.
3. Click Add New Scheduling Group.
4. Enter a value in Name.
5. Enter a value in Description if needed.
6. Select a value in New Visit Appointment Type Group.
7. Select a value in Established Visit Appointment Type Group.
8. Select a value in Appointment Resource Group.
9. Select a value in Appointment Location Group if needed.
10. Select an icon. 
11. Click Save.
12. Confirm that the dialog closes and the new group appears in the list.

Troubleshooting

• If Save does not work, then make sure Name, New Visit Appointment Type Group, Established Visit Appointment Type Group, and Appointment Resource Group are filled in.
• If a dropdown is empty, then the related appointment type group, resource group, or location group may not exist yet. 
• If the dialog closes without a new row appearing, then refresh the Scheduling Groups list and check again.