Recent Updates

  • Updated on: Dec 07, 2022

    Change the Appointment Status

    This lesson will demonstrate how to change an appointment status.

    Manual Clinical 2011 User Manual
    Appointment Status schedule Scheduler Appointment

  • Updated on: Dec 07, 2022

    Searching for Available Appointments

    This lesson will show how to search for open appointments.

     

     

    Manual Clinical 2011 User Manual
    find open appointments open appointment Schedule Appointment Appointment schedule Scheduler search appointments

  • Updated on: Dec 07, 2022

    Coloring

    This lesson will show how to set the coloring for Appointments and Resources.

    Manual Clinical 2011 User Manual
    Appointment Coloring Appointments Coloring for Appointments Resource Coloring Scheduler Coloring Scheduplate Scheduplate Coloring status Status Coloring

  • Updated on: Dec 07, 2022

    Time Increments

    This lesson will show how to set the time increments shown on the Schedule.

    First Select Scheduler > Time.

    Manual Clinical 2011 User Manual
    schedule Scheduler schedule time time slot time increment

  • Updated on: Dec 07, 2022

    Views

    View the Schedule as Days, Weeks, Months, or Work Weeks.

    First Select Scheduler > View.

    Manual Clinical 2011 User Manual
    Scheduler schedule schedule view

  • Updated on: Dec 07, 2022

    Change the Active Facility

    This lesson will demonstrate the steps to change the active facility, if a clinic is part of a multiple site practice.

    Manual Clinical 2011 User Manual
    Active Facility Facility select facility

  • Updated on: Dec 07, 2022

    Creating Scheduplates

    This lesson will demonstrate the steps needed to set up various facility appointment types.

     

     

    Manual Clinical 2011 User Manual
    manage scheduplates Scheduplates Scheduplate scheduplate editor

  • Updated on: Dec 07, 2022

    Creating Holidays/Closings

    This lesson will demonstrate the steps required to set up the days the facility will be closed.

    First Click Tools > Manage Facilities, to access the "Facility Manager" dialog.

    Manual Clinical 2011 User Manual
    Facility facility manager Facility Closings

  • Updated on: Dec 07, 2022

    Activate Providers/Resources for a Facility

    This lesson will demonstrate the steps that are necessary to add a provider and/or a resource to a facilities scheduler.

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

    Manual Clinical 2011 User Manual
    Activate Providers/Resources for a Facility Add a Facility Add Provider to Scheduler Block Appointments Block Times Clinic Defaults for Scheduler Create a new Facility Facility Setup Manage Facilities Manage Resources

  • Updated on: Dec 07, 2022

    Entering Facility Business Hours

    This lesson will demonstrate the steps needed to set up the hours of operation for a facility.

    First Click Tools > Manage Facilities, to open the "Facility Manager" dialog.

    Manual Clinical 2011 User Manual
    facility manager Facility business hours Business Hours Management