Calendar Basics

Viewing Calendars & Scheduling
To view your calendar, click on the Scheduling menu in the top bar and choose Go To Scheduling. The main calendar pane will take up the main part of the p...
Fri, 6 Oct, 2017 at 9:45 AM
Add/Edit Event
There are four ways to add a new event to the calendar: Click on any open time slot in the week or day view of the open calendar block, or clic...
Fri, 23 Sep, 2016 at 5:03 PM
Calendar Sync
Calendar Sync creates an iCal feed that can be used to show your MD HQ schedule in other major calendar software, including Google Calendar (via computer or...
Fri, 27 Apr, 2018 at 11:36 AM
Using Chart Parts to create template messages
To create your template message, click on Admin --> Manage --> Chart Parts, and select Add New. Add the name without spaces (you may use underscore...
Wed, 7 Mar, 2018 at 10:55 AM
Exporting a Calendar Report
In addition to syncing your calendar to an external device or calendar, you can also export your calendar in CSV format. From the top menu go to Schedul...
Thu, 14 Sep, 2017 at 10:07 AM
Adding and Editing Email Notification and Email and SMS Reminder Text
As soon as you associate a patient with an appointment, you will see the option to send an: Email Notice (Email) Reminder SMS (text message reminder) (*...
Thu, 30 Aug, 2018 at 4:48 PM
Appointment Edit Log
Review the log of changes and additions to the appointment schedule by selecting the Edit Log option at the very bottom right of the pop-up window.  If the...
Tue, 3 Oct, 2017 at 1:23 PM
Blocking off times on your calendar
In order to make sure that schedulers and other staff members are aware of times that providers are not available, you can easily block off days/times on th...
Sat, 7 Oct, 2017 at 1:05 PM
Waitlist
The scheduling waitlist can be accessed under the Scheduling menu of your EMR (Scheduling > Scheduling Waitlist).  This should bring up a list o...
Fri, 3 Aug, 2018 at 2:27 PM
View Patient's Upcoming and Past Appointments
If you want to see what upcoming or past appointments a specific patient has you can always run an export report, but generally it's easiest to just lo...
Mon, 13 Nov, 2017 at 1:51 PM