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.
Add a Facility
![Add a Facility](https://media.screensteps.com/image_assets/assets/006/024/097/original/media_1297202884883.png)
- Click on the Tools menu
- Select Manage Facilities
Edit the Facility
![Edit the Facility](https://media.screensteps.com/image_assets/assets/006/024/099/original/media_1329944605771.png)
To make a provider/resource visible on a facilities schedule, select the desired facility, then click the Edit button.
Scheduler Tab
![Scheduler Tab](https://media.screensteps.com/image_assets/assets/006/024/101/original/media_1328811069268.png)
Click the Scheduler tab.
Provider/Resource Management
![Provider/Resource Management](https://media.screensteps.com/image_assets/assets/006/024/103/original/media_1271644701155.png)
To make a provider visible on the facilities schedule:
- Select the Provider's name
- Click the Edit button
![](https://media.screensteps.com/image_assets/assets/006/024/105/original/media_1271644904510.png)
- Check the box next to "Visible" to activate the provider for the selected facility.
Set Working Hours for the Provider
![Set Working Hours for the Provider](https://media.screensteps.com/image_assets/assets/006/024/107/original/media_1271645206939.png)
In addition, the provider's working hours can be customized. To do this:
- Select a day of the week
- Click the Edit button
- Enter the Start and End Times.
- Check the "Is Available" box to make the provider available for appointments (OR uncheck the "Is Available" box to indicate that the provider does not work on the selected day).
- Click OK.
Repeat the steps above to customize the provider's working hours.
Provider Outlining
![Provider Outlining](https://media.screensteps.com/image_assets/assets/006/024/109/original/media_1329945380011.png)
The Outlining tab can be used to create color coded scheduling outlines for providers/resources.
- Click the Outlining tab
- Click the Add Outline (green +) button to create a new outline for the provider/resource
![](https://media.screensteps.com/image_assets/assets/006/024/111/original/media_1329945490497.png)
The Outline Dialog box will appear. Complete the Outline Name, Color, Open Time, Close Time and Days of the week.
Some examples of how outlining can be used includes:
- Creating a color coded outline to show what times the provider accepts walk in appointments
- Creating a color coded outline to show what times the provider schedules surgeries
- Creating a color coded outline to show what times the provider schedules new patient appointments
Click the OK button to save the new Outline.
Recurring Appointments for Providers/Resources
![Recurring Appointments for Providers/Resources](https://media.screensteps.com/image_assets/assets/006/024/113/original/media_1329945677106.png)
Recurring appointment can also be created for both providers and resources. Recurring appointment can be helpful to create lunch break appointments or other commonly recurring meetings.
To create a new recurring appointment:
- Select the Recurrence tab
- Click the Create Recurrence (green +) button
![](https://media.screensteps.com/image_assets/assets/006/024/115/original/media_1329945876409.png)
- Appointment Time: Enter the Start Time and End Time for the recurring appointment.
- Recurrence Pattern: Select the frequency of the recurrence. For example, if the recurrence occurs every Monday-Friday, select "Daily" and "Every Weekday".
- Range of Recurrence: Select the "End date" for the recurrence. Users can select the recurrence to end after a certain number of occurrences or to end by a certain date.
- Comments: Enter the reason for the recurrence. The text entered into the Comments box will display on the schedule.
Saving the Provider/Resource Changes
![Saving the Provider/Resource Changes](https://media.screensteps.com/image_assets/assets/006/024/117/original/media_1329946111375.png)
After making the provider/resource visible and editing the working hours, outlining, and recurrence tabs; Click the OK button to save the changes.
Creating a New Resource for the Facility
![Creating a New Resource for the Facility](https://media.screensteps.com/image_assets/assets/006/024/119/original/media_1329946293779.png)
Resources can be created for the facility. This will allow the clinic to create a calendar or schedule for other resources within the clinic. For example, the clinic may want a calendar for the in house lab or the clinic may need a calendar for the Nurse appointments, etc.
- To create a new Resource, Click the Resources tab under Provider/Resource Management.
- Click the Add Resource button (green +).
![](https://media.screensteps.com/image_assets/assets/006/024/121/original/media_1329946566302.png)
- Enter the Name of the Resource (ex: Nurse Appointments, In-House Lab, etc.)
- Check the box to make the new resource Visible on the facility schedule
- Edit the working hours, outlining and recurrence appointments as desired.
- Click OK to save the new resource
![](https://media.screensteps.com/image_assets/assets/006/024/123/original/media_1329946735898.png)
Click the Update button to save all changes.