In order to successfully print the graphic schedule, there are setup items which must be done by the office staff.
Setup / Providers / Per-Office Settings (per location, if your account is multi-location) -->
- Each individual dentist and hygienist should be assigned a particular daily schedule on the "schedule" tab
- Each individual dentist and hygienist should be assigned a particular unique single operatory (or only a few operatories)
- For information about how to input seasonal schedules (i.e., summer vs winter), please search for “effective schedule” in the Knowledge Base
Setup / Scheduler Views (per location, if your account is multi-location) -->
- Select a location in order to review if there is a "View"
- If there is no View for the location:
- Select the location
- Add new view
- Provide "View Name"
- Select a desired provider ... then the office ... then the operatory (operatories) ... click the > button
- NOTE: for a cleaner schedule View, it is important that providers do not share operatories. If shared operatory assignments are allowed in the "setup / providers / per-office settings" screen, the appointments will appear "duplicated" due to the shared setup. More operatories for unique provider assignment are entered in the "setup / offices" screen, on the "operatories" tab.
- Save