Activate Providers/Resources for a Facility

This lesson will demonstrate the steps required to set scheduling defaults.

To access the Scheduler workspace, go to the SOAPware menu and Click Schedule.

Add a Facility

Add a Facility

1. Click on the Tools menu.

2. Select Manage Facilities.

 

 

Create a New Facility

Create a New Facility

Click the Create New Facility button, to setup a new facility. If you already have a facility setup, skip this lesson.

Scheduler

Scheduler

Click the Scheduler tab to setup the clinic's defaults.

Opening the Provider's Schedule Defaults

Opening the Provider's Schedule Defaults

1. Click on a provider name.

2. Click Edit.

Making a Provider visible for the Clinic

Making a Provider visible for the Clinic

1. Check the box next to Visible to activate the provider for the clinic.

2. Click OK.

Set Working Hours for the Provider

Set Working Hours for the Provider

1. Click on a day.

2. Click Edit.

3. Enter the Start and End Times.

4. Check the "Is Available" box, to make the provider available for appointments.

5. Click OK.

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