How to use this course
Introduction
Patient Work Authorizations
Ensuring Provider Credentials and Payor Compliance
Confirming Patient and Provider Profiles
Reviewing Clinic Closures and Blackout Days
How to Access Scheduler Menus for Each View
Navigating Between Dates Using the Calendar Navigator
Using Redirect Link in the Header
Accessing Appointment Legends and Interpreting Color Codes
The Three-Dot Menu
Search Bar
Key Scheduling Concepts
Availability
Block Time
Recurrence
Scheduling Errors and Notifications
Appointment Lifecycle
Rules for Managing Appointment Statuses
Overview of the Patient Scheduler
Scheduling Appointments
Scheduling with Non-Assigned Providers
Activity
Managing Availability
Blocking Time
Managing Appointments
Activity
Patient Preferences
Interactive Activities
Overview of the Provider Scheduler
Scheduling Appointments
Managing Non-Billable Appointments
Adding and Managing Provider Block Time
Drive Time Visualization
Managing Appointments
Activity
