Scheduling events

You can schedule a single or a group event. A single event is an event that is participated by a single provider or operatory, and a group event is an event that is participated by multiple providers or operatories. You can schedule it as a one-time occurrence or recurring event.

To schedule an event

1. On the Calendar page, complete one of the following:

   • ClickTap an open time slot to open the Appointment Information panel and clicktap Create Event.

     

     Tip: You can clicktap a time slot from a provider, operatory, or operatory group's column to specifically schedule an event for them at that specific date and time.

   • From the Actions menu, select Create Event.

     

   The Event Information panel displays.

   

2. Enter the event details as necessary.

   Set up the following options:

   • Title - Enter the event title.

   • Description - Enter a brief description of the event.

   • Operatory or Operatory Group - The field displays as Operatory for single events and as Operatory Group for group events. For single events, select the check box next to each applicable operatory from the drop-down list to set the event locations. For group events, select an operatory group from the drop-down list to set the event location.

   • Provider or Provider Group - The field displays as Provider for single events and as Provider Group for group events. For single events, select a different appointment provider from the drop-down list. For group events, set the participants of the event by selecting a provider group from the drop-down list.

   • All day event - Select this check box if the event will last all day.

   • Recurring event - Select the check box if this event will repeat at regular intervals.

   • Group Event - Select the check box if this is a group event.

   • Date - ClickTap the field and select a date.

   • Start - Enter the start time of the event.

     Tip: You can enter a time using various formats.

     Examples: 08:30, 8:30a, or 8:30 AM; 8a or 8am; 13:30, 1:30p, or 1:30 PM; or 1p or 1pm.

   • Length - Enter the length of the event in hours and minutes format.

3. For recurring events, clicktap the Recurrence tab and set up the following options.

   • Date range - Set up a date range to define when the event will start and stop repeating itself.

   • Type - Specify the event's repeating pattern type:

     • Weekly - For an event that repeats weekly, select this radio button. Set the repeat pattern by defining when it repeats every number of weeks and on which days.

       Tip: If the event repeats daily, you can select the All check box to quickly select all days of the week.

       

     • Monthly - For an event that repeats monthly, select this radio button. Set the repeat pattern by defining when it repeats every number of months and on what day of the week.

       

4. ClickTap Save.