How to assign or remove an operatory from the scheduler view

There are multiple steps that need to be undertaken by the office so that the operatories can be viewed by the users.

The additional operatories need to be entered:

• Click the word “Setup” and the “Office” option from the drop-down list
• Click Office Setup
• Select the Office
• Select the Operatories Tab
• Click the Edit Button
• Click Add New Operatory
• Save

A provider needs to be assigned to the operatory so that the operatory can be selected in the Scheduler View. If multiple providers should have access to the operatory, each provider’s setup must be updated.

• Click the word “Setup” and the “Providers” and “Provider Setup” options from the drop-down list
• Select the Provider
• Click the Edit button
• Select the Operatories tab, highlight the operatory name in the “Available Operatories” field (left side), and use the arrows in the center of the screen to move the operatory to the "Assigned Operatories" field (right side)
• Click the Save button

Each desired user-defined Scheduler View should be updated:

• Click the word “Setup” and the “Scheduler View” option from the drop-down list
  
  • If no User-View is showing:
    • click the Add New View button
    • input a desired view name
    • select the desired operatories by placing a checkmark in the boxes, and ensure the "Default No. Of Columns" field reads the desired number of operatories
    • Select Provider Name and Office Name
    • Select the Operatory Name and > button to assign to the view
    • click the Save button

• If the desired User-View is showing:
• select the User-View
• Click the Edit button
• Unassign the Operatory from the view using the < button
• click the Save button