Events can be used to display information on the schedule grid, schedule providers for staff meetings, or indicate when someone is away and can't be scheduled with patients.
They are similar to appointments but don't include patients.
- Select Create Event
- Enter a title
- This is displayed at the top of the event.
- Enter a description
- This is displayed on the body of the event.
Choose an event type
Check that the availability status for the event type you chose is appropriate for the event you're creating
Availability Status Example Information Only The event doesn't affect availability. Label which provider is the primary today or show when the auditors are touring the clinic. Busy The event is counted as an activity for the purposes of double-booking. A special staff lunch event when providers could be double-booked if required. Unavailable The event marks the provider or resource as unavailable during this time. They cannot be scheduled. Dr. Chandra is on vacation in Bali and can't see patients.
- Confirm the date and time
Choose how you want the event to appear on the schedule of each assigned provider or resource
Show on Grid Show on Top
Confirm that the Providers and Resources table includes all of the providers or resources you want to schedule
- Select Save
If you double click the schedule grid after creating an event, you will see the Create Event window.
- Select Switch to Appointment to go back to creating appointments