Setting Up the Scheduler

Configuring the Overlays

Overlays focus the view on specific information to enable you to perform a task or access information quickly.

Use the Overlay Designer to configure the following overlays:

   Default  Displays appointment tile information based on the user's personal preferences.

 Admin  Displays information on the tile, such as the patient's age and scheduled procedures for the appointment.

 Clinician  Displays clinical information on the tile, such as medical alerts and scheduled procedures for the appointment.

The Default overlay is for individual preferences, while the Admin and Clinician overlays relate to specific jobs and roles. Therefore, security access limitations can apply to which overlays a user has permission to change.

• The Confirmation, Production Goals, and Provider Working Time overlays do not require this type of configuration. See Using the Overlays for more information.

To configure the overlays:

1. Select Settings > Configure Overlay. The Overlay Designer is displayed.

2. Select the overlay you want to configure.

3. Under Choose Content to Display, select one option for the title, and one or more items for the body of the overlay.

4. Select the icons you want to display. The chosen items from this column are displayed under Order the Content in the next column.

5. Use the arrows to re-order the chosen items.

6. Preview the items on the right of the Overlay Designer, and adjust as needed.

7. Under the preview section, select Preview Minimum Width and use the slide control to set a minimum column width to ensure the information on the tiles is not hidden.

8. Click Apply to save that overlay and configure another one, or click Save to save and close the window.

Related Topics

Setting up Offices and Chairs

Defining Production Goals

Defining Treatment Categories

Creating Global Custom Views

Using the Privacy Display

Defining User Settings

Schedule Planning

Creating Personal Views