The Clinic Schedule View

This article will assist users in how to customize views within the Clinic Schedule and print the clinic schedule.

Creating a Customized Clinic Schedule View

Users have the ability to create multiple views specific to providers or visit types

Start by opening the "Clinic Schedule" using the navigation bar at the top of the screen.

The Clinic Schedule will open to the user's default view.

Users can can create additional views by selecting the "Add New View" button.

Once selected, the user will be prompted to name the new view, and have the option to save it as their default view. The default view will be the view that the clinic schedule opens to when the user navigates to this page.

Once named, select "Save."

The new view will display along the top of the page, and can be selected by selecting the name of the view.

How to Customize Views

The page layout is highly customizable to the users preferences. The user has the ability to adjust the columns to show or hide the most important information needed for their workflow.

The User can select the "Customize Columns" button to hide, display or reorganize the column options as they display on the clinic schedule.

To reorganize the order the columns display, use the drag to reorder icon, and drag and drop to the order desired.

Once in the desired order, select the "Apply Columns" button.

This will reorganize the columns to display as desired in the selected view.  Users can also use the filters at the top of the schedule to filter on various aspects of the schedule.

In the example below the user will filter today's schedule by a specific provider.

The schedule will now only show appointments scheduled with that specific provider. The user could select "Save" and name the view specific to that provider.

Now that the view is saved, each time the user accesses this view, the filters and columns will automatically open for that user.

Once the user view(s) have been configured, you can navigate into patients charts or check in patients from this view.

Printing Clinic Schedule 

Printing The Clinic Schedule View

Open the Clinic Schedule.

Select the date and provider/location.

Click the Print icon.

Confirm printer settings and select Print.

Printed schedules reflect only the filters you select (date, provider, location).

Linked Functionality: Navigating the Clinic Schedule